Join the Door County Land Trust for a FREE informational session with financial advisor David Harris of RBC Wealth Management and estate planning attorney Amy Sullivan of Pinkert Law Firm.
If you've ever wondered how to maximize your charitable giving and estate planning to benefit both your loved ones and the missions you love, this session is for you!
Attend in-person or by Zoom. After registering you'll receive an email receipt from GiveLively with your confirmation, directions, and a link to Zoom.
When: Thu, Sep 18th, 2025 at 9:30 AM CDT
Where: Upstairs at the Kress Pavilion, 7845 Church St., Egg Harbor, WI 54209 or by Zoom. If you plan to join by Zoom watch for an email reminder with a link to the Zoom meeting.
Cost: Free
Overview:
David Harris and Amy Sullivan will walk you through estate planning options, the mechanisms of giving, how to avoid probate, and give tips and guidance along the way. Learn how sound planning can maximize your charitable gifts, reduce taxes, and benefit those you love.
Have your questions answered in a Q&A following the presentation:
Schedule:
9:30-10:00 am – Social and Refreshments at Kress Pavilion (Join via Zoom to test your connection anytime)
10:00 am – Presentation
11:00 am – Q & A
11:30 am – Session concludes
***Register for free here:***
https://secure.givelively.org/event/door-county-land-trust/estate-and-gift-planning-presentation
LEARN MORE ABOUT LEGACY CIRCLE
The Legacy Circle honors those who have included the Door County Land Trust in their estate plans, creating a lasting legacy of land protection for generations to come. Legacy gifts can take many forms—including a bequest in your will, naming the Land Trust as a beneficiary of a retirement or life insurance plan, creating a charitable gift annuity, donating real estate, or establishing a charitable trust. Each option offers unique benefits, and we recommend consulting with your attorney or tax advisor to determine the best fit for your financial goals. We are here to help facilitate these conversations and provide guidance. To learn more or request an information booklet, please visit
https://www.doorcountylandtrust.org/give-generously/planned-giving/
Also check out other Nonprofit events in Egg Harbor, Meetups in Egg Harbor.
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