Community Conversations - Estate Planning 101
Schedule
Thu Oct 17 2024 at 10:00 am to 11:30 am
UTC-07:00Location
Kitsap Unitarian Universalist Fellowship | Bremerton, WA
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Just in time for National Estate Planning Awareness Week (NEPAW), which will be held from October 21 to 27, 2024, Kitsap Community Foundation and BNY Mellon invite you to an interactive Estate Planning 101 session. During the complimentary session, we'll talk about:• Estate Planning and why it's important;
• Four estate planning documents everyone should have;
• Wills – Maintaining control of your assets during your lifetime;
• Trusts – Save on taxes while passing down assets;
• Donor-Advised Funds – Donate, get an immediate tax benefit, support causes on your timeline;
• Life Insurance – Protecting your beneficiaries and supporting your favorite causes tax-free and
• FreeWill.com/kitsapfoundation – Creating your will for free in just 20 minutes
Attendees will be encouraged to include the nonprofits they *already* love and support in their estate plans – and will be presented with specific information about how to do so. Rest assured, Kitsap Community Foundation will not use this opportunity to self-promote; instead, this session aims to offer a safe, trusted space for you to take care of loved ones and support beloved nonprofits with legacy gifts.
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Where is it happening?
Kitsap Unitarian Universalist Fellowship, 4414 Perry Ave NE, Bremerton, WA 98310-8301, United States,East Bremerton, WashingtonEvent Location & Nearby Stays:
