Estate Planning and Creative Giving Seminar, April 14, 2018

Estate Planning

 

The Scottsburg United Methodist Church, located at 615 South Honeyrun Parkway, is sponsoring an Estate Planning and Creative Giving Seminar on April 14, 2018 from 10:00 – 11:30 a.m. Refreshments will be provided after the seminar.

Manet Shettle, President of the United Methodist Foundation of Indiana, will be discussing “Estate Planning,” and “Creative Giving.”  Some of the topics Mrs. Shettle will be covering include: Four P’s of Planning – People, Property, Purpose, Process.  General Information – Suggested documents, Where to Keep Documents, How Often Should You Review Your Plan, Things to Avoid. Wills – Legal Property Transfers, Intestacy, Types of Wills, Creating a Will, Changing a Will. Creative Giving – Life Income Gifts (Charitable Remainder Trusts & Charitable Gift Annuities), Life Estate Gifts, Bargain Sales, Endowments, Donor Advised Funds, Gifts (Appreciated Assets, IRA’s, Life Insurance, Deducibility).

This information is free to the public and there will be no solicitation for sales of any kind. Everyone who registers in advance will receive a free packet of information.  To register, please call the SUMC church office at 752-3545 before April 1, 2018.

 

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