Ensure Your Legacy Through Simple Estate Planning
In the course of the Yamim Noraim we reflect on the past, our plans for the future, and the legacy we hope to leave for our family and community. During my work with legacy giving, I’ve seen firsthand how confusing and overwhelming it can be for individuals to navigate practical ways they can express their values and plan how to leave a lasting legacy for those people and organizations they care about most.
That’s why we at the OU have decided to offer a special online seminar on estate planning on Wednesday, September 20th at 12pm EDT. The presentation will be given by guest speaker Jonathan Gudema, Esq. Jonathan is the founder of Planned Giving Advisors LLC, which provides consulting services to individuals and nonprofit organizations on planned gift arrangements and tax-advantaged charitable estate planning options.
This seminar is being offered completely free of charge as a service to you as an OU supporter.
Please feel free to reach out to me at KaplanP@ou.org or at 212-613-8258 with any questions about this program or about the OU’s Legacy Society.