Keep more of what you build - Maryland tax law updates

We’re excited to invite you to the next session of our “Build it. Protect it. Pass it on.” seminar series.
This seminar will walk through recent and upcoming Maryland tax law changes and what they may mean for you and your family. Our featured speakers will share practical insights on income taxes, estate and inheritance considerations, and planning opportunities to help you feel more confident about your overall tax picture. We will also highlight simple steps you can take now to stay organized and avoid common tax planning pitfalls.
Following the presentation, we will lead a Q&A session with Kristina Simmons, CPA, MST, Mary-Kay Leary, CPA, MST, and Nicole Hewitt, Esq., to address questions about the intersection of tax and estate planning.

Bring a friend or two! RSVP early as space is limited.

Protect the foundation—life insurance and long-term care planning

We invite you to join us for our third and final session of our “Build it. Protect it. Pass it on.” seminar series focused on an essential pillar of financial well-being.

We will explore the various types of insurance protection for you and your family—a crucial part of financial security. Our featured speaker, Adele Zilber from Highland Capital Brokerage, will provide key insights into navigating life insurance decisions. You will learn the differences between life insurance products, disability insurance, long-term care and examples of how insurance protection can fit into your life. Following the presentation, we will lead a Q&A session with Adele Zilber and Nicole Hewitt, Esq. to address questions about the intersection of insurance and estate planning.

Bring a friend or two! RSVP early as space is limited.

Passing it on with purpose—trust and estate planning essentials

Please join us for the first session of our “Build it. Protect it. Pass it on.” seminar series. This seminar will introduce the fundamentals of trust and estate planning and discuss how thoughtful preparation can help protect your family and preserve your legacy. Our featured speaker, Nicole Hewitt, Esq., from HWK Law Group, will discuss key components of an estate plan, including wills, trusts, beneficiary designations, powers of attorney and healthcare directives. We will also review common planning oversights and detail how coordinating your estate and wealth plans can help streamline the process.

Following the presentation, Nicole Hewitt will lead a Q&A session to address general questions and provide additional educational insights.

Bring a friend or two! RSVP early as space is limited.