You're not Warren Buffett... You're not even Jimmy Buffett.
But you know you need an estate polan. It's not safe to assume a last will and testament is adequate to protect you family and y our assets. Even the most carefully created will doesn't defend your heirs and beneficiaires from estate taxes, expenses, publicity and delays of probate. What about your spouse or elderly parents with long-term care needs, potential future income, capital gains or estate tax issues?
While estate planning is often about planning for the future, there are actions you can take today to ensure your beneficiaries, including your chosen charities receive what you intend. This interactive lecture-discussion will explore a variety of tools, including wills, gift annuitites, tax considerations and other strategies that will preserve a foundation for the future.