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Join Hello Home, KMA Law and Fidelity Investments for Estate Planning Essentials

"Estate Planning Essentials: Trusts, Real Estate, and Tax Strategies."

Wednesday, February 12, 2025

10am-11:30am

Boone Station Hall at the Severna Park Community Center

623 Baltimore Annapolis Blvd., Severna Park, MD 21146

Speakers are Karen Authement from KMA Law and a financial advisor from Fidelity Investments

Click here to register to attend!

This event is for all ages!

A few topics might include:

Explain the components: wills, trusts, power of attorney etc.

Discuss common myths

Types of trusts (revocable vs. irrevocable) and their advantages

How trusts can help avoid probate

Trustee responsibilities

Strategies for transferring real estate

Impact of real estate ownership on estate taxes

Clarify differences between estate taxes and inheritance taxes

And SO much more!

Join us for coffee and conversations! Leave with knowledge and learn how to get set up for success.

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