Estate Planning Basics & Legacy Giving: An Informational Webinar for Laurentians
Join fellow Laurentians for a practical conversation on taking care of your family today, planning for tomorrow, and creating a lasting impact.
Join fellow Laurentians for an interactive, educational webinar: Estate Planning Basics & Legacy Giving.
Featured panelists include:
- Molly Hann '03 | Estate Planning Attorney
Focuses on the legal tools—like wills, healthcare proxies, and trusts—that keep your intentions clear, avoid unnecessary legal hurdles, and protect family assets. - Bob Breslin '91 | Wealth Manager & Advisor
Provides personalized roadmaps to help families manage investments, plan for retirement, and donate wisely without compromising their own financial security. - Kurt Terrell | Director of Gift Planning
Helps alumni turn their appreciation for St. Lawrence into enduring support through bequests, gifts of stock, and giving options that can provide guaranteed income.
Our panelists will cover:
- Estate Planning Essentials
- Bequests, Beneficiary Gifts & The Legacy Society
- Tax-Smart Giving Strategies
- Life Income Gifts
- Live Q&A
Whether you are just starting to organize your estate or seeking tax-efficient ways to maximize your charitable impact, this session will provide actionable clarity for your long-term plans.
We look forward to having you join us. If you can’t make it but want to receive the recording, register and we’ll send you the webinar to watch at your convenience.
Register by 12:00 p.m. ET on Wednesday, September 23, online or by calling the Office of Laurentian Engagement: 888-758-4438.
*Please note: This presentation is designed for educational and informational purposes. We encourage all attendees to consult their personal legal, tax, or financial advisors regarding individual circumstances.