Your last will and testament is the cornerstone of your estate plan. Without it, important decisions – including gifting of assets and heirlooms, guardianship, and your executor – will be decided by existing laws, or in court. If you already have a will, remember that certain life events – the birth of a child or grandchild, your or your child’s marriage or divorce, the passing of a spouse or heir, the purchase or sale of a home or business, or an inheritance – are all reasons to revisit and update your will and estate plan. Join us to learn the importance of your Will, explore other tax saving and estate planning options, and get your questions answered.
Hosted by Samaritan’s Planned Giving Committee, a volunteer group of the region’s leading professional financial advisors, who are lending their time and expertise to raise awareness of the potential advantages of charitable estate planning.
