Whether you’re just starting your estate planning journey or making revisions to your current plan, we can help. In this seminar, we will share tips for securing your legacy and ensuring provisions for the people, animals, and causes that matter to you are in order.

The session will discuss the following topics:

• Will, trust, or retirement plan - the best options to support your family and charities
• Smart giving from your IRA and Retirement Plans
• Which assets are best to have your beneficiaries inherit and which are best to give to charity
• The benefits of giving appreciated assets like stock, real estate, and business interests
• How to reduce your estate taxes and give more to your beneficiaries

The seminar is led by Hal J. Abrams, Planned Giving Consultant, and Darby Knox, HSSW Vice President of Development and Community Engagement.

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Questions? Contact:
Darby Knox, Vice President of Development and Community Engagement
[email protected] | 360.213.2617