
Estate planning is an essential step in protecting your assets and ensuring your wishes are honored. This one-day workshop, led by Steve E. Tackes, will cover the fundamentals of estate planning in a clear and approachable way. Whether you’re just starting to think about your legacy or looking to update your plans, this session will provide practical guidance and resources.
What You’ll Learn
Why estate planning matters
Key documents everyone should have
How to avoid common mistakes
Strategies for charitable giving and supporting causes you care about
Featured Nonprofit Partners
Throughout the program, we’ll highlight three nonprofit organizations with endowment funds at the Community Foundation, showcasing their organization’s work and mission and how planned giving can make a lasting impact.
Presenter
Steve Tackes
Attorney at Law
Kaempfer Crowell