Estate Planning Essentials Workshop
A free public workshop at the Museum of Natural History
The Museum's Planned Giving Advisory Council hosts a free two-hour workshop on the basics of estate and legacy planning. Topics include wills and trusts, durable powers of attorney, healthcare directives and advance care planning, the roles of different fiduciaries, capacity and decision-making, tax considerations, and charitable giving. It's for anyone starting from scratch, updating a plan or just learning their options.
Presenters are CPA Tiffany Goodall, estate attorney Brett Piersma, Tamara Skov, CLPF, and planned giving professional Denise Stevens. After the talk ends at 4 pm, stay until 5 to chat with the presenters and other estate planning professionals. RSVP on the Museum's online form.