Community Conversations: Estate Planning 101
The Kitsap Community Foundation and BNY Mellon presents Community Conversations: Estate Planning 101! During this seminar, we'll talk about: •Estate Planning and why it's important; •Four estate planning documents everyone should have; •Wills – maintaining control of your assets during your lifetime; •Trusts – save on taxes while passing down assets; •Donor-Advised Funds – make a donation, get an immediate tax benefit, support causes on your timeline; •Life Insurance – protecting your beneficiaries and supporting your favorite causes tax-free; •https://www.freewill.com/kitsapfoundation – creating your will for free in just 20 minutes. We welcome and encourage you to bring guests and advisors! Presenters: Tina O’Brien, MNPL, CAP, CEO Kitsap Community Foundation & TBD, BNY Mellon How to Register: Secure your spot today and set your nonprofit up for success. Register here to attend the in-person seminar on Thursday, October 17th, from 10am to 11am. Space is limited, so don't delay! If you have any questions, please don't hesitate to reach out by email (info@kitsapfoundation.org) or our office line (360-698-3622).
Date and Time
Thursday Oct 17, 2024
10:00 AM - 11:00 AM PDT
Thursday, October 17th, 10am-11am
Location
Kitsap Unitarian Universalist Fellowship - 4418 Perry Ave., Bremerton, WA 98310
Fees/Admission
Free
Contact Information
Lillian Xie, Program Associate, Grants & Special Initiatives
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