Wednesday, October 22, 2014

DO WELL BY DOING GOOD - Estate Planning for You, Your Family and Your Community

photo by Jamie Montague

November 5th, 2014 
3 – 5 p.m.
Natural History Exhibit at Fort Worden State Park       

You are invited to join three knowledgeable professionals for a free seminar on estate planning. Learn how to make an estate plan that will benefit you, your loved ones, and the organizations you support. You will learn what to include in your will, how to avoid probate, which gifts to leave to heirs and which to charitable causes to get the best tax advantages, how to receive income while making a gift during your lifetime, and other strategic giving options. An estate plan can help you provide for your family, as well as leave a lasting legacy through the non-profit organization(s) of your choice. Planned gifts offer people of all income levels a way to make a difference for future generations.

The seminar will be conducted by:
  • Stephen C. Moriarty, Attorney at Law, specialist in estate planning  with the firm of Platt, Irwin and Taylor;
  • Betty A. Abersold, Investment Advisory Associate, Girard Securities, Inc.
  • John Mackey, Certified Public Accountant with the firm of Gooding, O’Hara and Mackey

You will not be solicited in any way, nor will any particular investment products or methods be promoted.  The seminar is free and open to everyone. Please call 385-5582, ext 101 with questions or to RSVP.

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