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Estate Planning

Last WillWin-Win Scenarios for Making Charitable Gifts that Reflect Your Values

July 19, 4 to 5:30pm

Donations Appreciated

Open to the Public

Jackson Café

RSVP: 415-456-9062 or contact us

Presenters: George John, Certified Specialist, Estate Planning, Trust & Probate Law and David Clark, CPA and Attorney

You will learn about:

  • Methods for covering your beneficiaries’ needs while giving to the charities that mean the most to you
  • How life insurance can play an important role
  • Techniques for reducing estate, gift and other death taxes
  • Simple techniques that everyone should consider taking advantage of

A question and answer session will follow the presentation.

Refreshments will be served.

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