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Estate Planning Basics Workshop
When
Thursday, January 26, 2023 at 4:30 PM Pacific Standard Time

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Virtual Meeting Link
https://www.youtube.com/watch?v=kx3f7EnuoNk

Where
Tigard UMC
9845 SW Walnut Place
Tigard, OR 97223

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Email
arb238@gmail.com

Contact
Adam Bell, Tigard UMC Endowment Committee Chairperson

The Tigard UMC Endowment Committee invites you (and your friends) to a workshop that will focus on estate planning. Attorney Justin Martin will discuss how wills and trusts work and help participants determine whether a will or a trust will best take care of, and protect, their family. Other topics include:

  • Wills: Direct gifts to your loved ones and name guardians for your children.
  • Trusts: Avoid probate and maintain better control of your assets.
  • Oregon Estate Tax: Strategies to reduce your estate tax liability.
  • Lifetime Gifts: Reduce your taxable estate.
  • Incapacity Planning: Ensure you are taken care of.
  • Powers of Attorney: Why it may not be enough.

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