AnchorJoin us on Saturday, January 26 at 9:00a.m. on the lower level at St. Paul’s for an Estate Planning Seminar organized by St. Paul’s Legacy Fund Team.

9:00a.m.: Estate Planning Documents and Strategies

  • Basic estate planning documents
  • Gifting IRAs
  • Charitable Trusts
  • Life Insurance

10:00a.m.: Tax Strategies to Maximize Charitable Giving

  • Clustering donations
  • Gifting appreciated assets
  • Donor Advised Funds
  • Using RMD’s if over 70.5