Protect Yourself Legally – The Essential Documents For Families Seminar Featuring Helen M. Smith, Esq

Join us on Thursday, October 11, at 9:30am, where Pessin Katz Law, P.A., attorney Helen M. Smith, will discuss the “Essential Documents For Families.” The documents to be discussed will include wills, powers of attorney, health care directives and trusts.

Also, Kathie Herbst Okun, CLU, LUTCF, will join us from National Financial Legacy Group and The Okun Group, Inc. Kathie has enjoyed helping her clients with:

• Funding and planning for Estate tax exposure, Federal or State


• Planning for children, adult or dependent, from a prior marriage


• Legacy donations to a favorite charity


• Planning beyond retirement for a Business Owner/ How does your Business fund retirement?


• Updating and reviewing of Life Insurance/ when did you last look over that policy?


• Extended Care Strategy / What is yours?/  Do you need Long Term Care coverage or do you need Asset Protection?

This free seminar will be at the Towson offices of PK Law located at 901 Dulaney Valley Road, Suite 400, Towson, MD 21204. 

To register, please email Rhonda King at rking@pklaw.com or call 410.938.8800.