We invite you to join us at an educational event on Estate Planning with estate attorney Jamie Valentine from the law firm of Dilworth Paxson LLP. Please click here to register for this event. Light refreshments will be served.
Jamie will answer your questions and cover topics including:
- How to establish and change a will, including changing a will through a codicil
- How to make a beneficiary designation
- Benefits of making charitable contributions through an estate
- Making charitable contributions through retirement plans, life insurance and IRAs, including the tax benefits of making charitable donations with appreciated securities
This session is free and is meant to be purely an educational session about estate planning. There will be no pressure or expectation that you make a commitment to BZBI.
