Virtual Planned Giving Seminar

DO YOU HAVE AN UPDATED WILL IN PLACE? If not, don’t worry! We have help for you!

If you don’t have a will or do have one that is more than 5 years old, what could happen to your family and/or your assets after death could surprise you - and your heirs.

We have been fortunate to engage the services of Joe Pratt, SVP and Senior Wealth Manager at Bar Harbor Wealth Management, and Founding President of the Maine Planned Giving Council. Joe has spent a career helping families plan most effectively for the inevitable.

Joe is offering an informative Zoom session with any interested Gould alums, faculty and friends about the importance of proper planning and some of the options that can help maximize the amount you can pass on - with minimal tax consequences - after death.

Joe will join us on TUESDAY, NOVEMBER 18, AT 7:00.

Once you register, a link will be sent to your email.

This session can be an invaluable resource for Estate Planning!

Of course, an after life gift to Gould can be both 1) a benefit to the school and a way to make a final gift after your lifetime support will have ended, and 2) a way to minimize your estate tax “hit”.