Virtual Catholic Estate Planning Webinar

The Foundation of the Roman Catholic Diocese of Raleigh presents a Virtual Catholic Estate Planning Webinar.

With the proposed changes to the tax laws on the horizon, many professionals think this is the best time in decades to update Estate plans. The Foundation of The Catholic Diocese of Raleigh was created to help assist parishioners like you, with ideas & solutions to fit your Estate planning needs.

Wouldn’t it be nice if you could consolidate all your charitable giving, both during your lifetime and through your estate plan, under one roof, in one location. The Foundation can be your “one-stop giving” location for all your charitable endeavors.

Topics will include:

• Your 4-Key Estate Planning Documents
• Establishing Your Beneficiary Designations
• Proper Asset Titling
• Estate Planning Is For Everyone
• Planning to Protect Those You Love
• Planning to Build a World You Wish to See

Guest Speakers include:

• Ryan Flood, Planned Giving Specialist, The Foundation
• Charles Davis III, Associate, N.C. Board Certified Specialist in Estate Planning and Probate Law, Poyner Spruill LLP.

This is a free seminar, and no solicitations will be made. For more information or to reserve a virtual seat, please call Alicia Hastings on 919-568-1065 or email alicia@FoundationDOR.org.

Flyer (PDF)