Estate Planning : A Philanthropic Approach

431 East Kennedy Street,Spartanburg SC 29302

28 April, 2022

Description

Knowledge is the key to planning your legacy. Build a plan for "how" based on your personal "why." Through a panel discussion and Q&A time learn the steps to take to plan your legacy, consider implications of various steps you can take, and to build community impact with thoughtful estate planning. Key topics: Identify your "Why"; understand the legal steps for "How"; plan for issues you may not have considered; and proactively address the 'business' aspects of death (probate, taxes, and other legalities) - all to support building your personal legacy. Dawn Deck: executive director of Local Initiatives Support Corporation (LISC Upstate South Carolina) will tell the story about why she chose to create a planned gift that will continue to support the community beyond her lifetime. Alan Tewkesbury: an attorney with Johnson Smith law firm, practicing in the areas of estate planning and probate, shares legal considerations for planning your legacy. Virginia Wood: an estate planning attorney, assisting clients and families plan for incapacity and death by managing Powers of Attorney, living wills, wills, revocable trusts, irrevocable trusts and related documentation, shares tools for managing the future. Bill Strickland: tax attorney & CPA - will cover taxation, wills, trusts and estates, probate, and estate planning. Format: Each panelist will share key points from their areas of expertise followed by question and answer time. Lunch will be provided for in-person attendees. Be sure to select the proper ticket type when making your reservation. In-person attendees will be asked for the lunch choice.