Mastery Program: The Key of Meaning
March 14 @ 12:00 pm - 1:00 pm EDT
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
In this session, we’ll learn how to transform heirlooms and cash gifts into purposeful gifts and lasting legacies. The division of tangible personal property can be difficult and even volatile. We can create processes that help facilitate the division of tangible personal property. Furthermore, when a gift of tangible personal property includes the clients’ story and the item’s background, or when it is associated with a heartfelt purpose or value, that object is turned into a priceless treasure and a lasting legacy.
This session is for PPI members who have signed up for the 2019/20 Purposeful Trusts & Gifts Mastery Program. Contact us for more information or to register.