Legacy Planning and Gifting Strategies
Lifelong Learning

"Giving While Living" has become an increasingly popular wealth management tactic in the United States. Whether gifting to loved ones or favorite charities, it enables people to enjoy the distribution of their assets while still alive, and in some cases, provides tax benefits for their family long-term. The purpose of this course is to help participants determine if "giving while living" suits them, and to identify specific ways to get started. Ultimately, "giving while living" can assist in creating a meaningful "legacy" for the giver. Join us, as you might be surprised to find out this suits you and your family's needs.