Planned giving is generally thought of as the use of estate plans to provide financial support to family members and charities. It is much more than that, also offering current-day strategies that reduce taxes, provide income, and benefit favored causes. There is a lot to consider, and it all can start with a conversation. On Feb. 16, the NCSML will host a free event, A Conversation on Planned Giving, with local expert Paul Morf from Simmons Perrine Moyer Bergman PLC . Read further for more information about the event and highlighted opportunities for your generosity.
Paul will join us to offer free professional advice on leaving a legacy through your estate plans.