Legacy Giving and Estate Planning for Everyone
Sunday, July 31, 2016 3:00 – 4:30 pm
Abacus Wealth Partners, 101 S. Main Street, Sebastopol
No charge
RSVP to tova.green@sfzc.org or danielle@abacuswealth.com
Whatever your age or resources, it is possible to become a legacy giver!
Susan Olson, CFP®, Financial Advisor at Abacus Wealth Partners, and Brian Van Weele, Vice
President, Client Advisor and Philanthropic Services at Whittier Trust, will discuss methods of estate
planning that will help ensure the assets in your estate are used as you wish them to be.
Learn how to:
● Include charitable organizations in your estate planning
● Minimize tax liability
● Ensure your medical and financial wishes are followed when you pass away
● Help loved ones avoid stress in a time of grief
● Make your assets have an impact that extends beyond your lifetime
Estate law changes periodically, so even if you set up a trust years ago, come to learn more about new
ways to give to the charitable organizations you love in a way that reduces taxes.
Refreshments served! Bring a friend and forward this invitation to anyone you think may be interested.
