Join Us April 22nd!
Plan For Your Own Peace of Mind.
Most people assume estate planning is only for the wealthy or something to “get to later.” The truth? If you have a family, a home, or even just a bank account – you need a plan.
This intimate, hands-on seminar is designed to give you clarity, confidence, and control over your future. You’ll walk away not just informed – but organized and empowered.
- Wednesday, April 22nd, 2026
- Barrett’s On the Pike, Bel Air, MD
- Free to attend, but pre-registration is required
- Light Fare and Non-Alcoholic Drinks Included (Cash Bar Available)
Who Should Attend?
This seminar is ideal for:
- Parents (especially with minor children)
- Homeowners
- Individuals with aging parents
- Blended families
- Anyone who hasn’t updated their estate plan recently – or doesn’t have one at all
A Unique Legal & Financial Perspective
This seminar goes beyond the legal documents.
In addition to estate planning guidance from Marie-Yves Nadine Jean-Baptiste, Paul Applegate of Edward Jones will provide insight from a financial advisor’s perspective, helping you understand:
- How your estate plan aligns with your financial goals
- Strategies for protecting and transferring wealth efficiently
- How investments, beneficiary designations, and account structures impact your estate
- Ways to reduce unnecessary taxes and expenses
- How to ensure your financial plan and legal documents work together seamlessly
What Makes This Seminar Different
This is not a lecture. It’s a working session… You’ll be encouraged to:
Ask questions specific to your situation.
Participate in real-world scenarios.
Gain both legal and financial clarity in one setting.
Leave with practical next steps – not just theory.
Your Take-Home Toolkit
Every attendee will receive a Comprehensive Estate Plan Checklist – a powerful tool designed to help you:
- Locate and organize critical documents
- Centralize financial, legal, and personal information
- Document healthcare wishes and final arrangements
- Ensure your loved ones aren’t left searching during a crisis
This checklist alone can save your family countless hours, stress, and uncertainty.
Limited Seating – Reserve Your Spot Today
With only 30 seats available, this seminar is intentionally small to ensure every guest receives personal attention.
Register now to secure your seat and take the first step toward protecting what matters most.
Why This Matters (More Than You Think)
- Without a will, the State of Maryland decides who receives your assets – and who raises your children
- Stepchildren and foster children receive nothing automatically
- Poorly drafted Powers of Attorney are often rejected by banks and institutions
- Without an Advance Medical Directive, your healthcare decisions may be made by others – without your input
- Estate planning isn’t just about documents – it’s about aligning your legal plan with your financial future
Our Expert Presenters
Marie-Yves Nadine Jean-Baptiste
Managing Owner, The Saint Yves Law Firm
Marie-Yves Nadine Jean-Baptiste is the managing owner of The Saint Yves Law Firm, where she focuses her practice on Estates & Trusts and Taxation. She holds a J.D., an LL.M. in Taxation, and an Estate Planning Certificate from the University of Baltimore School of Law. Licensed to practice in Maryland State and Federal Courts, the U.S. Tax Court, and the U.S. Supreme Court, she has extensive experience in estate planning, probate, tax controversy, family law, and litigation. Marie-Yves is particularly committed to serving LGBTQIA+ clients, guiding them through unique family law and estate planning challenges with compassion and strategic insight.
In addition to her practice, Marie-Yves is active in leadership and service roles. She is a member at large of the Women’s Bar Association for Harford County, serves on the Executive Board of the Harford County Bar Foundation, and is a member of the Bel Air Lions Club. A former Chair of the Baltimore County Bar Association’s Estates & Trusts Committee, she has also taught as an adjunct professor at Loyola University Maryland and served on the Board of Directors for the Boys & Girls Clubs of Harford and Cecil Counties. Dedicated to pro bono service and community empowerment, Marie-Yves continues to support vulnerable populations and advance access to justice across Maryland.
Paul L. Applegate
Financial Advisor, Edward Jones
As a financial advisor, my goal is to partner with you to reduce the potential stress that comes with finances by building a personalized investment and financial strategy tailored to your unique situation. Whether you’re planning for retirement, saving for a major milestone or simply seeking clarity and confidence around your finances, I focus on understanding your goals and creating a step-by-step path to help you achieve them.
I’m committed to being more than just a financial advisor. I aim to be a lifelong partner on your financial journey, supporting you through every stage of life, including into and through retirement.
Before joining Edward Jones, I graduated from Rutgers University with a degree in history, where I was a member of the 2005 Big East Championship Track and Field team. That same team was inducted into the Rutgers Athletics Hall of Fame in 2017, a proud moment in my athletic career.
When you work with me, you’re not just gaining a dedicated financial advisor, you’re also gaining access to the extensive resources and support of Edward Jones. Together, we can develop a comprehensive and customized investment strategy designed to help you achieve what matters most.
Let’s start the conversation, schedule a call today and take the first step toward achieving your financial goals.
Register Today! Limited to 30 Tickets!
Why Choose Saint Yves Law?
Whether you’re creating a plan from scratch or updating an existing one, our team is here to help you navigate every step.
Customized Planning
No two families are the same – neither are our plans.
Experienced Attorneys
We’ve helped hundreds of Maryland families secure their legacy.
Personalized Support
We walk you through the process step-by-step.
Clear Communication
No confusing legal jargon – just honest advice
