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Planned Giving for Healthy Families – Leaving a Legacy, Planning Your Estate, and Charitable Giving
Wednesday, September 27, 7:00 pm – 8:00 pm
Presented by Aaron Bickman, Trust and Estate Practitioner in the Wills & Estates group of McLeod Law
Planned Giving is having a say in what happens to your assets, and it protects your wealth for the enjoyment of your beneficiaries. With an estate plan in place and by taking a few basic steps to prepare, you can reduce the stress to family members and loss of estate value considerably. Your estate plan should reflect what is most important to you and your loved ones.
Creating a solid and comprehensive estate plan will minimize the tax your family pays, ensure harmony within your family, preserve wealth and protect your family’s future. To ensure the proper management and distribution of the funds you leave behind, it is important to learn when to change or update your will and what happens if you do not have a will. Learn why proper estate planning is important, what documents you need to have in place, and the basics of planned giving with a focus on charities that you value the most.
Photo by Shelbey Deeter on Unsplash