You’ve made a life. Have you made a plan for it?
WHAT GROWS AFTER US
A Conversation About Estate Planning
We spend our lives caring for people, places, and causes that matter to us. A will is one simple way to make sure that care continues — and to make things easier for the people we love.
If making a will has been sitting somewhere on your “I really should do that someday” list, this conversation is for you.
Join us for a relaxed, practical discussion about estate planning: what you need, why it matters, and how to get started. We’ll also talk about simple ways you can leave a gift to the nonprofits and causes you love, without taking away from the people you love.
Dale Miller, Managing Partner of Pacific Wealth Management Group and former Palouse Land Trust board member, and Lisa Moline of Sandpoint Law PC will help make a sometimes-intimidating topic feel a whole lot more approachable.
We’ll talk about:
Why having a will matters at almost any age
What happens when you don’t have one
Simple ways to include a nonprofit in your estate
Gifts of a percentage of your estate, property, stocks, or other assets
Questions to ask as you begin, or update, your own plan
No sales pitch. No expectation that you leave KLT a gift. Just good information, good conversation, and a chance to think about the people and places you love and what you’d like to keep growing after you.
Free to attend