Estate Planning is About the People, Pets and Causes You Love

This is a free event. We’re using this registration system to get your name and contact information for this event. All additional donations will be going to the Women's Giving Circle operations fund so they can continue to support programs that uplift women and children in our community.

If you need help registering or have questions, please contact us at 360-698-3622 or info@kitsapfoundation.org. During this complimentary session, you will learn about:

*Estate Planning and why it's important;

*Four estate planning documents everyone should have;

*Wills – maintaining control of your assets during your lifetime;

*Trusts – save on taxes while passing down assets;

*Donor-Advised Funds – make a donation, get an immediate tax benefit, support causes on your timeline;

*Life Insurance – protecting your beneficiaries and supporting your favorite causes tax-free;

*FreeWill.com/kitsapfoundation – creating your will for free in just 20 minutes.

You are welcome (and encouraged) to bring guests and advisors.

Presenters: Tina O’Brien, MNPL, CAP, CEO Kitsap Community Foundation & Regina Bellody, JD, CTFA, CAP, Vice President | Senior Private WealthAdvisor | U.S. Bank Private Wealth Management