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Healthy COLA → Financial Wellness

Estate Planning 101


Description
The purpose of this presentation is discuss basic estate planning. This is a general overview of the following topics:
• Probate Asset vs. Non-Probate Asset
• What if I die without a will?
• Last Will and Testament
• Financial Power of Attorney
• Selecting Fiduciaries - Who will implement your estate plan?
• Revocable Trusts
• Estate Taxes

Robert Horne: 410 642 7001 rhorne@penaterlaw.com
Content
  • Estate Planning 101
Completion rules
  • All units must be completed
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