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A Message from the President

When it comes to estate planning, what questions are you asking your clients? What are their plans for money they can’t take with them! Do you ask them:

Who matters to you?

How much is enough?

Do you have unique family concerns?

Do you need to protect assets?

Who helped you get where you are?

What do you want your legacy to be?

What would you like to do with your money that would be meaningful to you?

The speakers for the April meeting will be Sharon Morgan, JD and Clark Hyvonen. They work in Estate, Trust and Gift Planning for the University of Idaho. Their presentation will focus on charitable giving and will cover the following points:

Values Based Planning

Gift Planning Spectrum

Beneficiary Designations, Wills, and Living Trusts

Charitable Gift Annuities

Charitable Remainder Trusts

Charitable Lead Trusts

The meeting is Tuesday, April 21st, from 12pm to 1:30pm at the Arid Club. Please RSVP Lisa Fyan at fpaidaho@msn.com or (208) 672-1379. Don’t forget to invite a friend or colleague!

As always if you have suggestions for sponsors or speakers or want to discuss ways we can increase the value of your membership, please let me know.

 

Steve Stech, CFP®

President, FPA of Idaho

 

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