Estate Planning & Charitable Giving

Monday, Sept. 21, 2026

Noon-2 p.m. followed by Q&A

Register Here

Integrating charitable giving into your estate plan can help more than your community. It also carries valuable tax benefits for you and your heirs. Learn how you can include Silver Cross Hospital as a beneficiary in your will or trust and create a lasting legacy that doesn’t cost you anything during your lifetime.

Speakers

Reid Filotto Kathy Miller Tracy Simons
REID FILOTTO
CPA, CVA, CFE
Partner
Filotto Professional Services

KATHY MILLER
CLU, ChFC
Insurance Agent
Kathy Miller - State Farm Insurance

TRACY SIMONS
CFRE
Executive Director
Silver Cross Hospital
Nick Tyrell

Heather Hoorn

NICK TYRELL, CFP
Financial Advisor and Principal
Edward Jones

HEATHER VOORN
Attorney and Partner
Voon, Preston & Carlasare, PLLC

Download Estate Planning Flyer

Topics will include new updates for 2027 bequests, living trusts, probate, tax savings, life insurance, annuities, donor-advised funds and more.

Kindly reserve your seat by calling the Silver Cross Foundation at (815) 300-3941, registering online, or emailing kbaltas@silvercross.org before Sept. 14, 2026.

Register Here

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Silver Cross Foundation is a 501(c)(3) not-for-profit charitable organization dedicated to supporting Silver Cross Hospital.

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Physicians on Silver Cross Hospital’s Medical Staff have expertise in their areas of practice to meet the needs of patients seeking their care. These physicians are independent practitioners on the Medical Staff and are not the agents or employees of Silver Cross Hospital. They treat patients based upon their independent medical judgment and they bill patients separately for their services.