Estate Planning

The Foundation is committed to providing educational resources to support Spartanburg County residents in response to community needs and interests. Estate Planning learning sessions have become a popular topic-specific series.

Local Professional Advisors have helped plan this series and recruit field experts to present topic-specific information, along with Q&A time for event participants. We held our first event in 2022. Since then, we have continued to offer sessions on the fundamentals of estate planning as well as special topic sessions.

We have compiled information provided by field experts to create reference guides.

• The Fundamentals
• Trusts
• Heirs’ Property
• Fundamentals 1-hr Video (1 hr)
• Estate Planning Essentials for Women Video (1 hr)
  • Estate Planning Checklist – Provided by Sonja Parker
  • Estate Planning Key Concepts – Provided by Jim Shaw
  • Panelist information and slide references
  • Slide Deck – Content Provided by Donna Murray