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Adam L. Fernandez Presents at 2019 Estate Planning Seminar

October 21, 2019

Adam L. Fernandez

On October 21, 2019, Adam L. Fernandez presented at Estate Planning: 10 Stories from the Front Line hosted by The Planned Giving Advisory Council of The Montgomery County Community College Foundation. Topics included:

  • Basics about the core estate planning documents everyone should have in place
  • Tax and non-tax planning concerns
  • Charitable giving and planned giving – leaving a legacy
  • Dos and Don’ts of designating beneficiaries – probate vs. non-probate property
  • Choosing the right people to be in charge if something happens to you and you cannot manage your affairs
  • Disasters happen! Be prepared by planning ahead

For more information, click here.