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Gift Planning
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Values-Based Estate Planning
Tuesday, June 6, 2023 | 1 - 1:45 p.m.

Location: Virtual

Do you want to plan for your loved ones and direct where your social capital goes instead of the government? Make sure you decide where your assets go!

Join Inova Health Foundation's Steven Norris,CFRE, Vice President, Philanthropy, and Vince McElligott, Senior Philanthropic Advisor, for this webinar where you will learn about creating a plan that reflects your values and goals. If you, like more than 60% of Americans, have an estate plan that is more than three years old, it may be time to update it.

If your plan doesn't reflect your values and goals, it's time for a checkup. This webinar is for you.

Click Here to Register Today!

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Pitfalls and Red Flags for Estate Planning
Tuesday, October 4, 2023 | 1 - 1:45 p.m.

Location: Virtual

Learn about the most common mistakes in estate planning, how to avoid them and plan your estate to maximize your values and minimize or eliminate taxes. Inova Health Foundation's Steven Norris, CFRE, Vice President, Philanthropy and Vince McElligott, Senior Philanthropic Advisor, are back again to guide you on your estate planning journey. They will highlight the basics and introduce techniques you can apply right away. If you're one of the six in 10 Americans who doesn't have a will, your estate plan is out of date or you want to learn more about tax-smart gifts, this webinar is for you.