Learn how a strong estate plan can protect your assets and prevent family conflicts. Phil W.S. Fish, CFP and Estate Planning Specialist at Sandy Spring Bank, will host a discussion group covering a wide range of critical issues regarding your estate planning, tax, financial and health care plans. Discussion topics will include: Preparing Your Estate Plans, Titling of Assets, Selection of Decision Makers, Handling Incapacity and Settling an Estate.
We are offering two separate sessions this September. If you are interested, but are unable to attend on September 29, we hope you can join us for the September 22 session.
This event is complimentary and lunch will be served at noon. To RSVP please call Marlene Bradford at 301.921.4401 ext. 146 or email firstname.lastname@example.org.