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Past Programs

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

Webinar Recording:

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 If you're one of the six in 10 Americans who doesn't have a will, your estate plan is out of date or you want to learn more about tax-smart gifts, this webinar is for you.