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Open Forum | LEGACY PLANNING WITH KARL MATTISON

Leaving nothing undone; nothing unsaid

 In estate planning, there is a clear and proper path to our properly passing along our valuables to the people and places we love after our lifetimes.  An industry of experienced professionals helps us to quantify our assets and complete proper legal documentation.  And we have closure.

But what about passing on our values?  There is no boilerplate process to passing on our values and our faith.  Where does one start?  How do we share it?  So many of us never get to it – or never say it. 

Let’s start having a conversation about discerning our legacy – and once we have articulated our own story - how we can share that message with the people and places we love so dearly.

Karl Mattison, Vice President of Planned Giving Resources, will be our speaker. Click here for his biography.