The Estate Planning Toolkit: Building Your Legacy
Most people think estate planning is only for the wealthy—but in reality, it’s for anyone who wants to protect their loved ones and their hard-earned assets. Join Estate Director, Jake Polivka on Thursday, May 28 at 12:30 PM for a focused Lunch & Learn where we’ll break down the essential "tools" of legacy planning.
What we’ll cover:
- The Big Three: Understanding Wills, Trusts, and Power of Attorney.
- Beyond the Will: Managing healthcare directives and beneficiary designations.
- Common Pitfalls: How to avoid the legal hurdles that often complicate legacy transfers.
- Action Steps: Simple ways to start building your toolkit today.
About the Speaker
Jake Polivka is an estate and trust attorney and a Director in the Estate & Trust Planning and Administration practice group at Frost Law. Since joining the firm, Jake has leveraged his extensive background in Maryland and District of Columbia law to assist clients in navigating the complexities of estate planning and administration. Unlike many other estate professionals, Jake utilizes a deep understanding of financial indicators—informed by his economics background—to provide clients with thoughtful and practical legal solutions tailored to their unique circumstances. His commitment to the community through the Maryland Pro Bono Resource Center and the Baltimore Estate Planning Council gives him a thorough understanding of the local landscape and the evolving needs of families and individuals. His efforts have allowed him to design and implement defensible, long-term plans that protect assets and ensure clients feel supported through challenging transitions.