Workshops

A Free Seminar

Monday, April 23, 2018

10:30 AM

Hampton Inn & Suites

1565 Oppossumtown Pike

Frederick, MD 21702 

Highlights Include:

  • The most important documents that everyone needs
  • Planning to plan – when should you begin
  • Types of Trusts and when should a Trust be used (or when it doesn’t make sense)
  • The difference between Revocable and Irrevocable Trusts
  • Using a Special Needs Trust and Supplemental Needs Trusts
  • How a Trust can reduce taxes

Seating is Limited! Please RSVP!

by calling our office at (301) 663-9230

or email kristin@davidwingate.com

 

 

Wealth Planning Strategies That Work 

What are some of your fears?

·      Fear of outlying your assets

·      Fear of probate & death taxes

·      Fear of being a burden on your family

·      Fear of going broke in a Nursing Home

  Practice Areas

  • Wealth Preservation Planning
  • Estate Planning
  • Medicaid Eligibility
Dates
April 23, 2018
Times
10:30 am - 12:30 pm
Prices
Free$0.00
Location Hampton Inn & Suites Frederick-Fort Detrick
1565 Opossumtown Pike
Frederick, MD 21702

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