Estate Planning: Strategies for Getting it Right

Be the Change Education Series: Educational Events for Philanthropy & Community Giving


Register

The Missoula Community Foundation will host a lunchtime learning event, Estate Planning: Strategies for Getting it Right, from 12:00 to 1:00 PM on October 7th in the Cooper Room at Missoula Public Library.

Estate Planning Attorney Martha Goodloe will help participants understand the essential components of a solid estate plan and the benefits of incorporating charitable giving. Martha Goodloe has been helping Missoulians build impactful estate plans for the past decade and is especially skilled in helping her clients balance family and community interests.

A light lunch will be provided at the event and doors will open at 11:45 so participants can gather their lunch before the presentation begins. The presentation will begin at noon and conclude by 1:00 — and we will be available for discussion and questions until 1:30.

This event is the fourth offering in the Missoula Community Foundation’s Be the Change Education Series. This series includes presentations, workshops and panel discussions that support and encourage philanthropy in Missoula and beyond. This series is free and open to the public.

Please register and let us know you are coming!

Note: If you attended our February event, Making a Plan: The Intersection Between Charitable Giving and Estate Planning, much of the material presented will be the same.