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The Boulder JCC invites you to a special event designed to help you align your charitable aspirations with innovative financial strategies.
On Monday, October 6, from 3:15-4:30 pm, Marianne Luu-Chen, Wills, Trusts, and Estates Attorney from Hutchinson Black and Cook, LLC, and Matthew Rich, Senior Financial Advisor from UBS, will discuss best practices for balancing efficient wealth transfer to heirs with charitable goals. Designed for individuals who want to review their existing estate plans with a critical eye towards establishing their philanthropic legacy, this discussion will focus on strategies for creating a lasting impact while optimizing tax benefits for both donors and beneficiaries.
Why Your Philanthropic Legacy Matters
Establishing a philanthropic legacy isn’t just about wealth distribution—it’s about extending your values and vision beyond your lifetime. By thoughtfully directing your resources toward causes you care about, you create ripples of positive change that continue for generations. Your legacy becomes a powerful statement about what matters most to you, transforming your convictions into lasting community impact.
The Smart Approach to Tax Efficiency
Strategic estate planning allows you to direct more of your wealth toward your chosen beneficiaries—whether family or charitable organizations—rather than toward tax payments. Tax optimization strategies are not about avoidance, but about thoughtful stewardship that maximizes your impact while minimizing unnecessary financial burden.
Don’t miss this opportunity to transform your estate planning approach.
This event is free, and refreshments will be served. Register here to take the first step toward creating a meaningful legacy that benefits both your loved ones and the causes you care about most.
