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Estate Planning: Beyond Your Will

Monday, April 25, 2016

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Smart ways for you to make gifts to the people and causes you care about

An estate planning seminar that focuses on the many assets that can be transferred outside of your will or trust, including retirement accounts, life insurance, property and bank accounts. You will learn tools and techniques to reduce income taxes, minimize gift taxes and how to support the people and causes you care about. 

Meet Jim Carney, CFP, Chair of Seattle Children’s Legacy Advisor Council, and Board member of Washington Planned Giving Council and Leave10. Jim is an expert in helping people create strategies to educate and strengthen their family, while supporting the causes they care about.

Join us at one of the lectures on Monday, April 25:

1:30 – 3:00 pm
Seattle Public Library Queen Anne Branch
400 West Garfield Street
Seattle, WA 98119

6:30 – 8:00 pm  
Bellevue Library
1111 110th Avenue NE
Bellevue, WA 98004

Space is limited so reserve early. RSVP to Scott Claeys 206.443.6730 or

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