Win-Win Scenarios for Making Charitable Gifts that Reflect Your Values
July 19, 4 to 5:30pm
Open to the Public
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.