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Reduce Taxes Now with Estate Planning and Charitable Giving PDF Print E-mail

Get in the spirit of giving and you can reduce your taxes today as well as lower your potential estate taxes.

This seminar will demonstrate three ways to use giving to reduce taxes. You will learn about the exceptions that the government has provided for people who gift to their family, friends, church, alma mater, or other non-profit institution.

We show you how you can benefit from proper estate planning and gifting to insure that the people you care about, the church you attend, the missionary you support, the college you cheer for, or the charity you care about can receive present and future gifts through planned giving.

As a bonus, we will provide information on endowments and on setting up your own foundation to establish an ongoing legacy.

If you work for a non-profit organization, you will also want to attend this seminar to learn ways to increase planned giving.

Date: TBA

Time: TBA

The seminar is free, but we will be providing materials and a light lunch, so we need to know how many people to plan for: call Karen for reservations at 865-357-1949 or email her at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

 
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