Residents from both Givens Estates and Givens Highland Farms recently gathered on their respective campuses for an informative and engaging session titled Estate Planning 101. Hosted by attorneys Andrew Atherton, Phoebe Bulls, and Kathleen Rodberg from McGuire Wood & Bissette Law Firm, the sessions provided valuable insights into the essentials of estate planning and the impact of planned giving.
Attendees appreciated the opportunity to learn directly from experienced legal professionals, who covered topics ranging from wills and trusts to charitable bequests and legacy planning. The sessions also included time for questions and open discussion, allowing residents to explore how thoughtful planning can benefit both their families and their communities.
Residents shared how grateful they were to attend the session, and we’ve heard nothing but praise and appreciation from those who participated. The overwhelmingly positive feedback has sparked interest in offering similar sessions in the upcoming year.
For those looking for a simple way to begin their estate planning journey, Givens Philanthropy has partnered with FreeWill, a free online estate planning tool. In just 20 minutes, users can create a plan that reflects their values and supports their neighbors today and for generations to come. Start here at https://givenscommunities.mygiftlegacy.org/.
If you have questions or would like to explore estate planning topics in more depth, we invite you to check out the helpful resources below. We extend our sincere thanks to McGuire, Wood & Bissette Law Firm for generously sharing these educational materials and supporting our community’s planning efforts.