How can you maximize the benefits of your charitable gifts now, and in the future?
With a planned gift in your will, you can leave a legacy for the land. There are lots of planned gift options, and together with your tax advisor, we can find a way to achieve your goals to protect local lands and waterways for future generations.
Learn what others are doing to meet their charitable goals, minimize taxes and help with their own needs and plans. Estate attorney Kate McCurdy and certified financial planner Zach Armstrong will share smart planned giving techniques at this free educational session.
This event is open for people of all ages with legacies of all sizes. Join us to help you plan meaningful gifts for land conservation and all you care about.
After registration, you will receive a link to the Zoom meeting about one week in advance as well as the day-of the webinar.
Here is the Zoom link, if you want to join us day-of: https://us02web.zoom.us/j/85431823873?pwd=S0lpT2duYVk0dzhLQldEZThvcXFSZz09