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Lunch and Learn
Monthly Series; Join each month for new insights into Probate, Legal Updates, Prenups, Charity, and more!
Join the Life & Legacy Counselors for Our Monthly Lunch & Learn
Virtual Lunch and Learn series each month for all of 2024: Delve into the World of Probate, Prenups, Fiduciary Matters, Legal Updates, and Charitable Giving, and more!
Join in every 2nd Tuesday of the month at 1PM.
| EVENT TOPIC | DESCRIPTION | DATE |
|---|---|---|
| Lunch and Learn - Understanding Probate? | Learn about the probate process, why it’s important, and how it affects the way assets are passed on after death. Get tips on how to handle this process smoothly. | January 18 |
| Lunch and Learn - Prenup | Discover the basics of prenuptial agreements, including their legal aspects and why they’re essential for safeguarding personal and business assets before marriage. | February 20 |
| Lunch and Learn - Probate | Gain further insights into overcoming common challenges in probate, such as how to avoid delays and conflicts when transferring assets to beneficiaries. | March 12 |
| Lunch and Learn -You're a Fiduciary, What now? | Find out what it means to be a fiduciary, including the responsibilities and best practices for managing someone else’s money or assets responsibly. | April 9 |
| Lunch and Learn - Legal Updates | Keep up with recent legal changes that could affect your estate planning, business operations, and personal legal matters, ensuring you’re always informed. | May 14 |
| Lunch and Learn - Prenup | Re-examine prenuptial agreements with a focus on real-life examples that show how they work and why they matter in protecting assets in a marriage. | June 11 |
| Lunch and Learn - Charitable Giving | Learn how to include charitable donations in your estate plans, such as setting up funds or trusts that can help achieve your philanthropic goals while providing tax benefits. | July 9 |
| Lunch and Learn - Medicaid Considerations | Discuss how to manage your assets to qualify for Medicaid without compromising your estate plans, ensuring you can receive benefits while preserving your wealth. | August 13 |
| Lunch and Learn - High End Collectibles | Explore how to handle valuable collectibles like art and antiques in your estate, including appraisals, management, and planning for future generations. | September 10 |
| Lunch and Learn - Business Succession | Get practical advice on how to prepare for the future of your business, including how to choose the right successor and ensure the company continues to thrive. | October 8 |
| Lunch and Learn - Real Estate: Myth v Fact | Break down common misconceptions about real estate in estate planning and learn the truths that will help you make better investment decisions. | November 12 |
| Lunch and Learn - Tax Planning | End the year with a focus on tax planning strategies that help reduce your tax liabilities and enhance the financial benefits of your estate and financial plans. | December 10 |
To best serve your needs, please call (855) 574 8481 and speak with a Life & Legacy Counselors (formerly The Griffin Firm, PLLC) representative directly. If you prefer to communicate to us through email, please use the form and we will get back to you soon.
1401 Mercantile Lane, Ste 271
Upper Marlboro MD 20774
Prince George's County, MD Office
1401 Mercantile Lane, Suite 271
Upper Marlboro, MD 20774
Washington, DC Office
5335 Wisconsin Ave. NW, Suite 440
Washington, DC 20015
Arlington, VA Office
1100 N. Glebe Road, Suite 1010
Arlington, VA 22201
And now additionally serving Massachusetts, Pennsylvania and New Jersey.
DISCLAIMER
The information provided on The Life and Legacy Counselors is for general informational purposes only and should not be considered legal advice. While we strive to provide accurate and up-to-date information, we make no representations or warranties of any kind. Use of this website does not establish an attorney-client relationship. Do not act upon any information without seeking professional counsel. Communications through the site or email do not create an attorney-client relationship. By using this site, you agree to this disclaimer. For legal advice, contact The Life & Legacy Counselors directly.