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ORGANIZER:MAILTO:planwithHWA@ampf.com
DTSTART:20201204T170000Z
DTEND:20201204T180000Z
LOCATION:   , 
UID:20240419T010100Z_5b455f84-83c6-4401-bc9a-adaa52bc5e6f
DTSTAMP:20240419T010100Z
SUMMARY:Planning to Give
DESCRIPTION:Our money can only go to three places: Our heirs, the IRS, or to charity...Many of us have some level of control over what percentage goes to the IRS. Join us to learn strategies for reducing what goes to the IRS and increasing what can go to the charities you support. • Lessons Learned - Why Rockefeller lost 64% of his estate to taxes while Kaiser only lost 2%. • Family First - How some families are able to significantly reduce taxes with Estate Planning Strategies• Pass It On - Why 70% of inheritances don't make it past the first generation to inherit it. - Learn strategies to help heirs from overspending their inheritance. • Strategy Overview - Donor Advised Funds, Charitable Remainder Trusts, Dynasty Trusts, Marital Trusts, Foundations, Legacy Trusts, LLCs, LPs, & more • Case Study - How one family reduced their taxes by $134,000, increased what went to their heirs by $226,000 AND made a $430,000 gift to charity Please RSVP by emailing planwithHWA@ampf.com
PRIORITY:5
CLASS:PUBLIC
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