Helping Protect Your Estate Assets and Avoid Unintended Consequences 

Estate Planning Webinar 

No Charge. Informational Only. Nothing will be sold. 

Estate Planning Webinar - Anne Arundel County

SIGN UP TODAY!

NO CHARGE TO ATTEND

Eastern Time Zone

November

9

Monday

OR

11:00 AM - 12:00 PM

November

11

Wednesday

11:00 AM - 12:00 PM

Attend this webinar and learn about:

  • How to control who gets what, when and how

  • How to avoid probate

  • How to calculate the value of your estate

  • Intestacy and how it affects estate distribution

  • The difference between a revocable or irrevocable trust

  • The importance of having a trust and life insurance policy if you're from a blended family

  • Strategies that could help reduce taxes

  • How to finalize your last wishes

  • Step up in basis rules on inherited assets versus carryover basis rules on gifts

  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

 

Join us for an educational webinar on Monday, November 9th from 11:00 AM - 12:00 PM EST or Wednesday, November 11th from 11:00 AM - 12:00 PM EST where we’ll focus on sound estate planning strategies that could help preserve more of your wealth for your heirs and charitable causes.

 

Why you should attend this webinar:

Featured Speaker

Tara Frame

Attorney

For as long as I remember, I wanted to be an attorney. My father and founder of the firm, Vernon Frame, was a practicing attorney for over 65 years serving the community before he retired in 2002 at the age of 80. I grew up watching him help the residents of Anne Arundel County when they needed legal advice or representation. I attended high school in Severna Park and subsequently moved to Baltimore where I attended the Johns Hopkins University and earned my bachelor’s degree. After graduation, I went on to attend the University of Baltimore School of Law and graduated with honors.

  

After working for a mid-size firm in Baltimore, where my job was to represent defendants and insurance companies in auto accident and workers’ compensation cases, I soon realized that this was a far different type of legal work than what my father had done, and what I wanted to do for my community. So, in 1996, I came back home to Anne Arundel County, and worked alongside my father, helping the residents of Anne Arundel County.

 

For the first 10 years, I served as a general practice attorney handling cases such as family law, bankruptcy, adoptions, guardianships, criminal matters, DWI and traffic offenses which helped me develop a very diverse background understanding clients’ circumstances, personal experiences, and concerns. It also provided me a wealth of insight into the various factors that play into each and every unique situation.

In recent years, I was able to expand the firm and now have a legal team dedicated to family law and personal injury, allowing me more time to focus on my passion – estate planning. This area of law allows me to serve the needs of people in my community, in a very personal way. The relationships we develop often last a lifetime, because we are trusted for your needs today and entrusted to serve you and your family for generations to come. Most importantly, we truly serve as a legal guide to take the weight off your shoulders in times of crisis.

 

My husband and I have been married 20+ years and have two wonderful children, who keep us busy with soccer games, lacrosse games, and school events. In the summer, I spend my spare time with my family boating on the Bay, going to Ocean City, and watching the Orioles play. In the winter, I enjoy skiing at Deep Creek and watching the Ravens.

 

It is so fulfilling to be able to represent not only my father’s past clients, but those clients’ children and grandchildren as well, who return to us whenever they need legal advice or legal representation. I am proud to carry on the family tradition of serving our community for over 65 years.

© 2020 Estate Planning 567 

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however, 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail. 

This presentation is strictly informational. No investments will be promoted. However, the Attorney or Financial Professional presenting may invite you to a follow-up consultation where financial products may be presented or offered. The information presented at this seminar is intended for general purposes only and does not constitute legal advice. You should contact your attorney to obtain advice with respect to any particular legal matter. Neither Estate Planning 567 nor the Attorney or Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.