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Planned Giving - The Benefits of Estate Planning

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Jan 25

Planned Giving - The Benefits of Estate Planning

Join YOUR United Way to learn about the benefits and basics of estate planning as we hear from David Carter, J.D. of Eastman & Smith.

By United Way of Greater Toledo

When and where

Date and time

Wed, January 25, 2023, 1:00 PM – 2:00 PM EST

Location

Online

About this event

Why is having an estate plan so important?

An estate plan is vital to:

  • Communicate & protect your wishes and loved ones upon your passing
  • Efficiently and orderly transition ownership of assets
  • Minimize tax burdens and expenses
  • Fulfill your wishes with respect to health care and financial concerns
  • Give you and your loved ones peace of mind

Creating and implementing an estate plan allows for many benefits related to charitable giving too. These can include supporting valued causes, utilizing tax efficient vehicles for charitable donations, and minimizing your tax liability during your lifetime and/or after your death.

Join us as we explore the importance, benefits, and challenges of estate planning to meet your family, tax, and charitable goals.

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Tags

  • Online Events
  • Online Seminars
  • Online Charity & Causes Seminars
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Planned Giving - The Benefits of Estate Planning


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