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Planning with Purpose: Estate Planning for Every Stage of Life
Planning with Purpose: Estate Planning for Every Stage of Life

Sun, Nov 01

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The Living Room

Planning with Purpose: Estate Planning for Every Stage of Life

Estate planning is not only for later in life—it is an important way to care for the people and causes that matter most to you.

Time & Location

Nov 01, 2026, 12:30 PM – 2:00 PM

The Living Room, 62 E 92nd St, New York, NY 10128, USA

About the event

Estate planning is not only for later in life—it is an important way to care for the people and causes that matter most to you.


Join us for a practical panel discussion designed for every stage of life. Young families will learn the essentials of creating a will, naming guardians, and organizing beneficiary designations. Older adults will hear about current tax-smart strategies for transferring assets, supporting loved ones, and planning charitable gifts.


The conversation will also introduce the Brick Church Legacy Society and explain how members may include Brick Church in a will, retirement account, life-insurance policy, trust, or other estate plan. Whether you are beginning your planning or revisiting an existing plan, you will leave with helpful questions, practical next steps, and resources for putting your affairs in order.


This program is educational and does not constitute individualized legal, tax, or financial advice.


FULL CALENDAR


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212-289-4400

info@brickchurch.org

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62 East 92nd Street

New York, NY 10128

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