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Charitable Planning Tools for Your Legacy


Adult / Enrichment -
Winter/Spring 2023

In 2018 the Individual and Married Standard Deduction amounts essentially doubled to $12,000 and $24,000. For many families this eliminated the "tax-incentive" to charitable giving. In this class we will become familiar with charitable legacy tools such as: Charitable Lead Trusts, Charitable Remainder Trusts, Private Foundations, Donor Advised Funds and Life Insurance gifting. We will answer questions like: How do I get the next generations involved? Which provides tax relief now? Which gives me the most control? Questions are welcome in this open-forum seminar.

 March 2023 
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WSP23 - Charitable Planning

  Steve Ledin


Off-Site - ONLINE CLASS/ACTIVITY
Monday, Mar 20
6:30 - 8:00 PM

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Min Age   18 yr.

Price: $ 10 00