How will your legacy be defined? Please join Bridgeworth for a Leaving A Legacy Webinar Series to draw on our wealth of knowledge and learn strategies for estate planning, tax planning, and charitable giving.
Our first Legacy session shares potential impacts on the estate tax and capital gains rates based on recently passed and currently proposed legislation policies. You will also review best practices around general estate planning and documentation. This conversation will be led by Bridgeworth’s Director of Planning, Jonathan Millican, CFP®, on June 15.
Also, please join us for our second session on June 22nd. Bridgeworth Partner Jeris Gaston, CFP®, CRPC® alongside Lora Blalock, Vice President of Philanthropic Services, and George Gaskin, Director of Gift Planning, from The Community Foundation of Greater Birmingham, will guide us through making an impact on your estate plan through philanthropy. Jeris, Lora, and George will combine their specializations to share how to incorporate charitable gifting as part of your estate solution.
The Leaving a Legacy Webinar Series can be enjoyed virtually by listening in on a phone or computer. Both sessions occur on back-to-back Tuesdays, June 15th and June 22nd, from noon to 1 p.m. CT.