Program Type:
WorkshopAge Group:
AdultsProgram Description
Event Details
Please join the Community Foundation of the Fox River Valley in partnership with the Elder Law practice of Mickey, Wilson, Weiler, Renzi, Lenert, & Julien, P. C., as we discuss the importance of an Estate Plan and ways to include charitable giving to organizations that matter to you.
Agenda:
9:45am- 10:00am Light breakfast and coffee served
10:00am-11:00am Estate Planning & Charitable Giving Presentation
11:00am-11:30am Q + A
Attend this educational seminar to learn:
- Estate planning basics, including what planning options, strategies, and techniques are available to protect your legacy and your family.
- Why estate planning cannot be approached as a “one-size fits all” proposition.
- The potential consequences of failing to proactively create an estate plan.
- How to get started with creating (or updating) and implementing an estate plan that properly aligns with your goals and which minimizes unintended consequences.