Monday, September 23, 2013

How to Give the Ultimate Keepsake

What are your personal financial goals? Amid the frenzy of financial demands—such as ensuring the stability of everyday lifestyle needs and planning for a secure retirement – do you also want to pass on some of your assets you worked so hard for over the years to your loved one? Do you have assets set aside for legacy gifting? An astonishingly large number of us, whether our assets are modest or great, live unaware of the power of planning. It is easy to put off future goals when today’s challenges and pleasures seem a high priority. Yet, the purpose of planning, after all, is to protect the people you care about most, long after you are unable to do so. The public is invited to a free seminar “How to Give the Ultimate Keepsake – learn how asset transfer planning can help increase the amount of money you leave to your heirs.” The seminar is presented by Doug Brino, northeast region sales director for Great West Life; hosted by David Gibbons, financial consultant from M&T Securities, Inc and Chris Marra, Lockport branch manager from M&T Bank on Wednesday, September 25th from 11:00 am – 12:00pm at The Dale Association, 33 Ontario Street, Lockport. A man from humble beginnings, Phil never thought he would be in a position to make large estate gifts. But as his career blossomed and his wealth increased, he continuously thought back to his childhood and the values taught to him by his mother. “My mother used to say, ‘It’s more important to do good than it is to do well, but if you do well, you must do good.’ ” Phil finds great satisfaction from sharing his blessings with others. The seminar will provide strategies to ensure your assets will be transferred to your beneficiaries while having you maintain access to your money. Jessica recently lost her mother. Mom thought she had planned well, but Jessica found out when it was too late that there were many loose ends to mom’s estate plans that cost the family dearly. Now, Jessica is determined to make sure the same thing does not happen to her family when she is gone. Another topic that will be discussed at the seminar is that transfers of assets can be free from federal income tax and beneficiaries can possibly avoid the delays and costs of probate. People interested in attending the free seminar are asked to RSVP to Chris Marra at 433-6733. Assorted cookies and beverages will be served.

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