Donor Connect: Estate Planning at Any Life Stage
June 10, 2021 @ 11:00 AM - 12:00 PM
Location: Zoom online platform
Presenter: Johni Hays, J.D., FCEP, Thompson & Associates
You’ve been thoughtful with your plans throughout each phase of your life. Perhaps you’ve planned where to receive your education, planned a career path, planned for your family or planned for retirement. But what about your plans for how to support the people and causes you care about most after your lifetime? Building your estate plans can be a daunting process we often delay. At Donor Connect: Estate Planning at Any Life Stage, presenter Johni Hays of Thompson & Associates will share tools and resources to assist you in simplifying your estate planning process as you consider how to leave a meaningful legacy that provides for your loved ones and your community. This session will cover a variety of topics including tax considerations, the foundational documents of building your estate plan, what to prioritize during the difficult first 48 hours after losing a loved one and how to leave a legacy of generosity. By planning ahead, you can get back to the business of enjoying time with your loved ones and the community you care about with the reassurance they will be cared for well into the future.
This conversation will be geared toward all age audiences, so please feel free to invite and engage your next generation and all family members.