Estate Planning in a Nutshell
Winona Community Foundation
A Webinar with President/CEO, Nancy Brown
Is your New Year’s resolution to finally get around to writing or updating your estate plan, but you don’t know where to start? If so, this webinar is for you! Nancy Brown, president/CEO of the Winona Community Foundation will help you define what makes up your estate, how those assets pass to heirs, and what are some tools to consider when completing your plan. After attending this webinar, you will be prepared to have a meaningful and productive conversation with your attorney, accountant or other professional planner to follow through on your resolution! Learn more here.
Whether philanthropy and charitable giving is a regular part of your life or whether you are considering it as an integral component of your estate plan, charitable giving can be a wonderful way to leave a lasting legacy.
This webinar will address:
- What makes up your estate
- How charitable tools can help transfer assets to heirs
- Which assets are the best to give to charity
When you are creating your Estate Plan that involves the distribution of your assets, funds, and other resources to charity, it’s important to ensure its mutually beneficial tax options will establish a positive lasting legacy in your name. Charitable giving can create an opportunity to balance providing for your heirs with your interest in contributing to the future of organizations and institutions.
The team at the Winona Community Foundation is a resource and sounding board for philanthropy. We understand the charitable side of the equation and are happy to serve as a resource. This webinar is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.