Presented by Manning & Napier and Laura Solomon and Associates, learn about estate planning, family foundations, and how philanthropy can play an active role in creating your legacy. This overview of estate planning and philanthropic giving options is offered FREE to the public and does not provide individual financial counseling.
Manning & Napier will provide a broad overview of estate planning as part of a larger comprehensive financial plan. We will discuss why estate planning is important regardless of life stage and review common planning techniques, including income and tax considerations to creating your legacy.
Laura Solomon and Associates will present an overview of the legal vehicles you and your family can use to express your philanthropic legacy. Laura Solomon, Esq. and Katie Galeone, Esq. will review a range of options, including outright gifts, gifts from donor-advised funds and family foundations, and planned gifts like bequests, charitable lead and remainder trusts, and annuities.