Giving for Good - Estate Planning for Meaningful Impact

Giving for Good
Legacy by Design: Estate Planning for Meaningful Impact
In this session, estate planning attorney Jack Besse with Parker, Grossart, & Bahensky LLC, will guide us through the essentials of estate planning, with a special focus on how to include meaningful charitable giving in your plans. Whether you’re just getting started with a will or looking to make your giving more intentional, this conversation will help you shape an estate plan that reflects your values and supports the people and causes you care about most.
You’ll learn:

• The basics of estate planning: wills, trusts, and beneficiary designations
• How to incorporate charitable gifts into your estate plan
• The tax and financial benefits of legacy giving
• Ways to ensure your charitable intent is honored long-term