Free course: situational estate planning

Brother Roderick Massey (English Congregation in Cheverly, Maryland) says:

FREE COURSE via ZOOM: Situational Estate Planning
Tuesday, January 21, 7pm – 8:30pm; Thursday, January 23, 7 - 8:30PM (Eastern Time - New York)

SITUATIONAL ESTATE PLANNING

All of us are unique. Everyone of you have a different Estate Planning situation. We understand the questions and issues that relate to every unique individual. In this course we focus on Situational Estate Planning. You may be single, married, divorced, surviving spouses or a child. Do you know the questions and issues relating to your unique situation?

We will be discussing the following KEY LEGAL DOCUMENTS & Topics:
Last Will and Testament
Durable Power of Attorney
Durable Medical Power of Attorney
Living Will
Trust (Revocable / Irrevocable)
3 Ways Assets Can Pass to Heirs at Death
Role of Life Insurance in Estate Planning
Beneficiary Designations

Too often, families are left unsure of the way forward when grieving the loss of a loved one, as plans for their final arrangements and corresponding finances are left unsettled before their
passing. Taking a proactive approach to end-of-life planning can help ease these burdens and support a smoother transition for your loved ones. Discover the benefits of estate planning.

Learn how estate planning may help you:
• Transfer assets efficiently
• Reduce taxes
• Leave a legacy
• Preserve family harmony

Planning for what happens after you pass away isn’t for you, it’s for the people you
love. You don’t want to burden your family with financial, legal and logistical problems while they’re grieving.

Please text or email the date you would like to attend and we will send you the Zoom login. Tuesday, January 21, 7pm – 8:30pm or Thursday, January 23, 7 - 8:30PM (Eastern Time - New York) Text: 301-259-1384 or email: roderick.massey@mpfs.llc