Estate Planning & Planned Giving Seminar
This 90-minute session will be led by local estate planning attorney, Althea B. Volper, and will cover the essentials of creating or updating your estate plan, along with thoughtful strategies for aligning your plans with the causes you care about most.
When: Monday, March 30, 6-7 p.m.
Where: Seacoast Regional Food Hub Community Room, 114 Bridge Road (Route 1), Salisbury
Topics will include:
Whether you already have an estate plan in place or have been meaning to create one, this seminar is designed to provide practical, accessible information in a welcoming environment. There will be time for Q&A at the end of the presentation.
When: Monday, March 30, 6-7 p.m.
Where: Seacoast Regional Food Hub Community Room, 114 Bridge Road (Route 1), Salisbury
Topics will include:
- The foundational elements of an estate plan
- How beneficiary designations work
- Tax-smart ways to transfer assets
- Simple and advanced charitable giving strategies
- How legacy gifts can reflect your personal values
Whether you already have an estate plan in place or have been meaning to create one, this seminar is designed to provide practical, accessible information in a welcoming environment. There will be time for Q&A at the end of the presentation.