AAIIDCMetro - 1/17/2009 - Estate Planning 101

SPEAKER: 
Phillip Kenney, JD, CFP
 
TITLE: 
Estate Planning 101

 
 
DESCRIPTION: 

Information that you need to know about wills, trusts, taxes, probate, IRAs, 401ks, Incapacity Planning and how to keep your money in your family. 
 
 
ATTEND THIS MEETING TO LEARN: 


Current Estate Tax Law and what is Probate


How to avoid legal guardianship


How to protect children from divorces, creditors and other predators.


 
 REASONS TO ATTEND:    


Learn how to set up your estate in the most tax-efficient manner


Learn what your family needs to know about your estate


How to protect your estate 


 
BIO
Phillip J. Kenny, JD, CFP has served over ten thousand clients for The Collins Firm (www.MikeCollins.com) and is one of the most experienced estate planners in the metropolitan area. Mr. Kenny earned a B.S. in Biology from Marquette University, a M.A. in Economics from Fordham University, and his J.D. from George Mason University School of Law. Mr. Kenny is a member of the Trusts and Estates Sections of the Maryland, Virginia and District of Columbia Bars, and of the American Bar Association Section on Real Property, Probate and Trust Law. He has been with The Collins Firm since 1994, and is a frequent guest host of Mr. Collins' radio program on WMAL, "Legally Speaking." Mr. Kenny is also a certified financial planner focusing exclusively on the estate-planning and tax aspects of the financial planning process.
 
 
For more information about our chapter, go to  http://www.aaiidcmetro.com     





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