FISCAL FITNESS WEBINAR: CREATIVE YEAR END GIVING & SELECTING A PERSONAL REPRESENTATIVE

Join us for our Creative Year End Giving & Selecting a Personal Representative webinar!
November 8th starting at 9 am

There are many issues that should be considered as an individual or family decides on the right gift.  This presentation will also help guide through the process, in simple terms, and is designed to help a family make the right decision based on what a family would like happen, with what they have and where they are in their life. This presentation is designed to share what type of gift vehicles are in existence, a basic understanding of how they are structured, who is needed to complete the gift and how to know it qualifies as a “charitable gift”.  

AND Choosing the right guardian for dependent children, successor trustee, executor, power of attorney, or health care representative is a vital part of the estate planning process. And it's no simple task—you need someone you can trust to fulfill your final wishes and who will be willing and able to take on the task of following your wishes.

Sign up for our webinar: https://us02web.zoom.us/webinar/register/WN_z4iMw-QGSICS8tTZJwjV8w