Estate Planning 101

Estate Planning 101: Protecting What Matters

Planning ahead is one of the most important ways to protect your loved ones, your assets, and your future.

Join Breanna Colón, President and CEO of Integrity Financial Solutions, Inc., for Estate Planning 101: Protecting What Matters, an in-person seminar designed to help you better understand the basics of estate planning and why having a clear plan matters at every stage of life.

This session will walk through important estate planning concepts in a simple and practical way, including wills, trusts, powers of attorney, healthcare directives, probate, beneficiary designations, and how estate planning connects with your broader retirement and financial plan.

Whether you already have an estate plan or are just getting started, this seminar will help you identify important questions to ask, common mistakes to avoid, and next steps to consider.

Event Details

Event: Estate Planning 101: Protecting What Matters

Date: June 23, 2026

Time: 7:00 PM – 8:00 PM

Location: Maryland Innovation Center

First Floor - Howard Community College Classroom

6751 Columbia Gateway Dr

Columbia, MD 21046

Registration Link: bit.ly/bcolon-ep101

What You’ll Learn

During this seminar, we’ll discuss:

• What estate planning is and why it matters

• Who should have an estate plan

• The role of wills, trusts, powers of attorney, and healthcare directives

• How probate works and why it can create delays and stress for families

• Why beneficiary designations should be reviewed regularly

• Common estate planning mistakes and how to avoid confusion

• How estate planning connects with retirement, taxes, inflation, and long-term financial planning

• Important questions to ask when reviewing or creating your plan

Why Estate Planning Matters

Estate planning is not just for the wealthy. It is about making sure your wishes are clear, your loved ones are protected, and the right people are prepared to make decisions if something happens.

A clear estate plan can help reduce unnecessary stress, avoid confusion, limit delays, and provide guidance for your family during difficult moments.

Who Should Attend

This seminar is ideal for individuals, couples, families, retirees, pre-retirees, parents, caregivers, and anyone who wants to better understand how to protect what matters most.

You should consider attending if you:

• Do not currently have an estate plan

• Have a will or trust but have not reviewed it recently

• Want to better understand probate

• Need to update beneficiary designations

• Have children, dependents, or loved ones with special circumstances

• Want to make sure your estate plan aligns with your retirement and financial goals

Important Questions to Consider

Do you have a will?

Do you have a trust?

Do you have a Power of Attorney?

Do you have a healthcare directive or HIPAA waiver?

When was the last time your documents were reviewed?

Does your current plan still reflect your wishes?

If you are unsure about any of these questions, this seminar is a great place to start.

Reserve Your Seat

Join us for this important conversation and take the next step toward protecting what matters most.

Register here: bit.ly/bcolon-ep101