Estate Planning For The Middle
Estate Planning for the Middle Class
Event on 2012-03-08 16:00:00
You’re not Warren Buffett… You’re not even Jimmy Buffett.
But you know you need an estate plan. And you know it’s not safe to assume a last will and testament is adequate to protect your family and your assets. Even the most carefully created will doesn’t defend your heirs and beneficiaries from estate taxes, expenses, publicity and delays of probate. What about your spouse or elderly parents with long-term care needs, potential future income, capital gains or estate tax issues?
While estate planning is often about planning for future actions, there are actions you can take today to insure future benefits for your beneficiaries, including your chosen passions for philanthropy. This interactive lecture-discussion will explore a variety of tools, including wills, gift annuities, tax considerations and other tools that will preserve a foundation for the future.
This lecture, FREE to Osher Members, will be held at the UNM Continuing Education North Building, located at 1634 University Blvd NE, in Albuquerque from 4-5:30pm on Thursday, March 8, 2012. Instructor Patricia Bradley, J.D., is an attorney specializing in Estate Planning and Probate. For more information visit http://dce.unm.edu/osher.htm. To RSVP, please call Maralie W. BeLonge at (505) 277-6179 or e-mail belonge@unm.edu.
The Osher Lifelong Learning Institute is an active and self-motivated group of people age 50+ who share curiosity and a love of learning. Keep yourself updated on current Osher events by becoming a fan of the Osher Lifelong Learning Institute on Face Book: http://www.facebook.com/UNMOSHER
at UNM Continuing Education Conference Center
1634 Univ Boulevard NE
Albuquerque, United States
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Estate Planning For The Middle
Estate Planning for the Middle Class
Event on 2012-03-08 16:00:00
You’re not Warren Buffett… You’re not even Jimmy Buffett.
But you know you need an estate plan. And you know it’s not safe to assume a last will and testament is adequate to protect your family and your assets. Even the most carefully created will doesn’t defend your heirs and beneficiaries from estate taxes, expenses, publicity and delays of probate. What about your spouse or elderly parents with long-term care needs, potential future income, capital gains or estate tax issues?
While estate planning is often about planning for future actions, there are actions you can take today to insure future benefits for your beneficiaries, including your chosen passions for philanthropy. This interactive lecture-discussion will explore a variety of tools, including wills, gift annuities, tax considerations and other tools that will preserve a foundation for the future.
This lecture, FREE to Osher Members, will be held at the UNM Continuing Education North Building, located at 1634 University Blvd NE, in Albuquerque from 4-5:30pm on Thursday, March 8, 2012. Instructor Patricia Bradley, J.D., is an attorney specializing in Estate Planning and Probate. For more information visit http://dce.unm.edu/osher.htm. To RSVP, please call Maralie W. BeLonge at (505) 277-6179 or e-mail belonge@unm.edu.
The Osher Lifelong Learning Institute is an active and self-motivated group of people age 50+ who share curiosity and a love of learning. Keep yourself updated on current Osher events by becoming a fan of the Osher Lifelong Learning Institute on Face Book: http://www.facebook.com/UNMOSHER
at UNM Continuing Education Conference Center
1634 Univ Boulevard NE
Albuquerque, United States
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