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Planning Your Estate with Insider Tips on Taxes and Charity   

Learn how shrewd philanthropists have been making big gifts for years while at the same time accomplishing their personal and financial goals. Identify tax saving means and making the most of charitable contributions. Discover the best assets to give, assessing when IRA, cash or appreciated assets should be gifted. Includes the basics of estate planning, wills, living trusts, 529 tuition plans and powers of attorney. New developments and tips from the recent tax code changes are also addressed.

 
  • Planning Your Estate with Insider Tips on Taxes and Charity
  • Fee: $45.00
    Item Number: 19491
    Dates: 8/16/2022 - 8/23/2022
    Times: 6:00 PM - 8:00 PM
    Days: Tu
    Sessions: 2
    Building: CLJSH
    Room: Joan Stout Hall 248 - Classrm
    Instructor:  Hal Abrams
    This class is in session.  For more information please call Registration at 360-992-2939.
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