Who Will Inherit the Mess?
Next session: Monday, November 16, 2026 | 2:00pm-3:00pm
Details:
Monday November 16, 2:00-3:00 pm - Keep More, Give More: The Smart Giver’s Guide to Tax Savings
Are you confident that your wishes will be fulfilled in your estate? Are there desires for legacy and family harmony that you don’t know how to accomplish? Would you like a tax efficient estate that makes it easy for the executor of your estate and avoids unnecessary family conflict?
This interactive workshop helps participants understand the importance of accurate and up-to-date estate documents, the difference between a will and a trust, and why asset titles and beneficiaries matter.
Presenter Bio:
Kimberlee Barrett-Johnson, CFP, is the founding President of the Charlottesville Area Planned Giving Council and former President of the Central Virginia Estate Planning Council. She serves on the boards of local non-profit organizations and is delighted to provide education events to help members of our community create and maintain estate strategies that foster family harmony and generational generosity.
ArkWise Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, offers educational events to help members of our community make wise financial decisions.
Open to all.
Location:
The Center