Estate Planning & Charitable Giving Considerations
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FREE Estate Planning & Charitable Giving Considerations Educational Workshop (90 min)
Estate planning isn't just about deciding who receives your assets - it's also about understanding the financial and tax implications of the decisions you make along the way. Whether your goals include providing for your loved ones, supporting causes that matter to you, or simply making informed financial decisions, having a well-designed plan can make a meaningful difference.
Join us for this educational workshop as we discuss practical estate planning strategies along with charitable giving considerations that may help improve tax efficiency while supporting your long-term goals. We will be discussing some of the following topics:
- The advantages and disadvantage of wills and living trusts
- How charitable giving may fit into an overall estate and legacy planning strategy
- How Powers of Attorney work and why some may not remain effective in all circumstances
- General charitable giving strategies that may help support the organizations you care about while improving tax efficiency
- How Probate court works and why many families look for ways to avoid unnecessary delays and expenses
- Why transferring property to children during your lifetime can sometimes create unintended consequences
- Ways families help preserve wealth for future generations while supporting charitable causes that are meaningful to them
- Best practices for naming retirement account and life insurance beneficiaries
- Approaches families use to help manage potential long-term care costs
Note: No specific investment or insurance products will be discussed.
📍 Locations & Times:
Fondulac Library
- Wednesday, December 9 at 1:00 PM
- Wednesday, December 9 at 3:30 PM
🎟 Reserve your complimentary seat today
📞 (833) 457-1583
💻 www.youRSVP.com/DESBAY
Enter Code: DESBAY
This presentation is provided for general educational purposes only. No individualized investment, legal, or tax advice will be provided. Attendees should consult their own professional advisers regarding their individual circumstances. Investing involves risk, including the possible loss of principal.
Estate planning isn't just about deciding who receives your assets - it's also about understanding the financial and tax implications of the decisions you make along the way. Whether your goals include providing for your loved ones, supporting causes that matter to you, or simply making informed financial decisions, having a well-designed plan can make a meaningful difference.
Join us for this educational workshop as we discuss practical estate planning strategies along with charitable giving considerations that may help improve tax efficiency while supporting your long-term goals. We will be discussing some of the following topics:
- The advantages and disadvantage of wills and living trusts
- How charitable giving may fit into an overall estate and legacy planning strategy
- How Powers of Attorney work and why some may not remain effective in all circumstances
- General charitable giving strategies that may help support the organizations you care about while improving tax efficiency
- How Probate court works and why many families look for ways to avoid unnecessary delays and expenses
- Why transferring property to children during your lifetime can sometimes create unintended consequences
- Ways families help preserve wealth for future generations while supporting charitable causes that are meaningful to them
- Best practices for naming retirement account and life insurance beneficiaries
- Approaches families use to help manage potential long-term care costs
Note: No specific investment or insurance products will be discussed.
📍 Locations & Times:
Fondulac Library
- Wednesday, December 9 at 1:00 PM
- Wednesday, December 9 at 3:30 PM
🎟 Reserve your complimentary seat today
📞 (833) 457-1583
💻 www.youRSVP.com/DESBAY
Enter Code: DESBAY
This presentation is provided for general educational purposes only. No individualized investment, legal, or tax advice will be provided. Attendees should consult their own professional advisers regarding their individual circumstances. Investing involves risk, including the possible loss of principal.
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Where is it happening?
Fondulac District Library, 400 Richland St,East Peoria, Illinois, United States
Event Location & Nearby Stays:
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Host or PublisherInstitute for Financial Education
