Stewardship Team Hosts Planned Giving Discussion
UU Society of Geneva
On Sunday, December 9, at 1pm in the Common Room Ted Kuczek of Kuczek & Associates will give a presentation on the following subjects:
1) Will planning
2) Joint tenancy planning
3) Beneficiary designations
4) Disability planning
5) Living trust planning
6) Charitable giving strategies
7) Current charitable gifts
8) Planned charitable gifts (charitable remainder trust/charitable lead trust)
9) Tax efficient charitable planning (from IRAs etc.)
10) Health care powers of attorney/living wills
All are welcome!