Putting Your House in Order is a three-part series that covers:
1. Estate Planning
2. Legacy Giving
3. Memorial Planning
Each hour-long Zoom session provides useful information and needed resources to guide you in putting your plans in place. We will discuss wills versus trusts, durable powers of attorney, advanced health care directives, legacy giving, endowments, how to document important personal and family information, and other items to assist your successors.
Upcoming sessions:
Summer 2024 AM Cohort (second or third Thursday): June 20, July 18, and August 15 @ 10:00am
Summer 2024 Lunch Cohort (second or third Thursday): June 20, July 18, and August 15 @ 12:00pm
Summer 2024 Waiting List (Please mark if you cannot make current options work)
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