Estate Planning is About People: Why everyone needs an estate plan.
You are Invited!
St. Joseph Parish, St. Joseph School, and the Endowment for St. Joseph School cordially invite you to lunch on Thursday, February 7th, from Noon - 1:30 pm, in the Arrupe Room.
Presentor: Timothy C. Burkart, J.D.; Longtime parishioner, parent of alum; Partner, Kutscher Hereford Bertram Burkart Brown & Cashman, PLLC
During this complimentary lunch you will learn about:
*Why everyone needs an estate plan
*Durable Powers of Attorney - maintain control of your person and your assets during lifetime
*Wills and Trusts – when should you do one over the other.
* Current federal and state estate tax law
*Charitable Giving Strategies–Outright Gifts, Charitable Trusts, Donor-Advised Funds, etc.
You are welcome (and encouraged) to bring guests and advisors.
Seating is limited. Please RSVP to stewardship@ or advancement@, or call 206.324.2522 x244.