Estate and Legacy Planning Seminar – January 31st at St. Thomas More Parish

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The Catholic Community Foundation of San Diego is excited to present our Estate and Legacy Planning (Planned Giving) seminar to the entire San Diego Catholic community.  As a faith-filled Catholic, you will understand that there is an easy and more practical way to Create Your Legacy by making Planned Gifts to family members, individuals and organizations that you love.

The public is welcome to attend this 90-minute gathering, which will provide you with information on how to best establish or update your Will or Trust, avoid probate, ensure that your wishes and desires are carried out the way you intend.  Also presented will be recent changes in tax law which can help reduce or avoid income or capital gains taxes along with various ways you are able to donate cash and non-cash gifts to charitable organizations, such as your parish or school, which can provide immediate tax benefits while providing income to you or your family members.  The presenters are well-established Estate Attorneys and Financial Planners.  During the seminar, you will be provided with a certificate to take advantage of a complimentary review of your current Estate Plan or complimentary assistance in creating a Will or Trust.  These consultations will need to be scheduled for a future date.

In this seminar, a wide variety of estate planning information will be presented, including:

  • Up-To-Date information on Wills and Trusts
  • Reasons to Avoid Probate
  • Estate Taxes
  • How to Reduce or Avoid Income Taxes
  • How to Reduce or Avoid Capital Gains Taxes
  • The Catholic Advance Health Care Directive
  • Power of Attorney

The seminars will be conducted on Tuesday, January 31, 2017 from 10:00-11:30 am and again from 6:30-8:00 pm at St. Thomas More Catholic Church, 1450 South Melrose Drive, Oceanside, CA  92056. Please meet in the Parish Center, lower level.  Light refreshments will be served.  

Please take a moment to RSVP online, by selecting from either the morning or evening link:

Morning Seminar

Evening Seminar

If you have any questions regarding these seminars, you may contact Chris Smith at St. Thomas More Parish chriss@stmoside.org or (760) 758-4100 ext. 120.

Or, if you would like more information about future seminars, please contact Sharla Hank at the Catholic Community Foundation of San Diego at shank@ccfsd.org or (858) 490-8364.

Tags: Seminars

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