Join us for a thoughtful presentation on Legacy Planning, Gifting Strategies, and Tax-Efficient Ways to Pass on Assets. As you look toward the future, it’s important to have a clear plan for how your assets will be shared with the people and causes you care about most

During this session, we’ll discuss:

• Practical strategies for gifting during your lifetime
• How to reduce tax implications for you and your heirs
• Key steps to ensure your legacy is meaningful and well-protected
• Coordination of financial, estate, and charitable plans

Our speaker this month is Jill Hudson, Estate Attorney and Adjunct College Professor