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Discussion topics include:
Foundational estate planning documents
When to include a trust as part of your estate plan
How assets pass at death
How taxes impact your estate
What happens when you pass away
During this free seminar, guests will have the opportunity to hear from local estate planning attorneys C. Lee Gordon & JoRhea Wright. CBMM will email the hybrid Zoom URL to our virtual attendees the day prior.
For questions, please contact Advancement Manager Katie Blaha at 410-745-4950.