Bethlehem Foundation Hosts informative Planning Well Event

Barbara Kristiansson and Sandra Anderson had a captive audience on March 1st. Their presentation was very informative as well as engaging and thought provoking. The 35 people in attendance asked several questions that led to a great conversation about planning well from the perspective of faith, family and legacy.

They covered some of the documents that are important for people to have in place regarding health care decisions and financial management of assets. This includes trusts, health care directives, powers of attorney, and wills.

Sandie and Barbara also covered how legacy and charitable gifts can fit into these plans, and the importance of making sure your specific intentions are clear in your planning documents. The balance of thte time was spent sharing stories and examples, as well as answering attendee questions.

For those who were unable to attend in March, we plan to host a virtual event via Zoom later this summer - stay tuned for more details.


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Planning Well: A Conversation about Faith, Family and Legacy