Legacy Planning and Gifting Strategies
Lifelong Learning
Thank you for your interest in our Lifelong Learning classes!
This class was last held: 12/03/2024
The course you've selected is currently not scheduled. If you provide your contact information below, we'll let you know when it is available. We can also be reached at 801-587-5433 if you would like more information.
Course Description
"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 with it. Ultimately, 'giving while living" can assist in creating a meaningful "legacy" for the giver. Join us, as you migh be surprised to find out this may suit you and your family.
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Questions? Call Lifelong Learning at 801-587-5433 or use our online form.
