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| photo by Jamie Montague |
Wednesday,
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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