Upcoming Events
Estate Planning: Is more than just documents
(Session 2 of 2)
Session 2 — For Singles and Couples Planning Your Legacy: What You Leave Behind, On Purpose
Legacy planning is about more than transferring assets—it's about making intentional choices for the people and causes you care about most. Julie Jason walks attendees through how to think beyond the will: structuring gifts to family, incorporating charitable giving, and making sure your legacy reflects your values, not just your paperwork.
Ideal for individuals and couples ready to think beyond "who gets what" and toward "what kind of impact do I want to leave."
REGISTRATION REQUIRED