Planned Giving with Sneha Salgam & Robert Morris
Planned Giving With Sneha Salgam Robert Morris
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7:00 PM
When it comes to your estate, even if you ve taken no action at all, you have an estate plan. Your default plan may be determined by the laws of your state. Do you know where your assets will go when you die? If not, our presentation, Script Your Family s Future: Why You Need an Estate Plan will help familiarize you with the basic steps of financially and legally planning your estate. This includes understanding the function of a will, the different types of trusts, asset transfer, tax control, and a focus on charitable intent to non-profit organizations.