New Directions in Estate Planning

EstatePlanning

 

Monday, September 11 at 7 p.m.

The Community Foundation of Central Missouri and Tolton Catholic will partner to offer a FREE panel session, open to the public. You will hear from a panel of local experts from whom you can expect to learn about:

  • The importance of having a will and periodically updating estate plans.
  • How to minimize your tax burden, while maximizing your benefit to heirs and philanthropic impact.
  • Recent (and anticipated) changes in federal and estate law.
  • Popular planned giving vehicles.

The panel will include Connie Haden from Law Firm of Haden & Haden, James Preston from MU Advancement, Carroll Wilkerson from Wilkerson & Reynolds Wealth Management, and Mark Gingrich from Williams-Keepers, LLC.

Complimentary coffee will be provided by The Grind. Please RSVP for this event to 573.445.7700 or jmcintosh@toltoncatholic.org.