How One Lunch Leads to a Legacy
"Estate Planning" can be an intimidating and overwhelming concept. It's easy to think that only the uber-rich need to be concerned about what happens to their assets when they pass away. However, once someone has acquired common assets like a home, a retirement account, or a life insurance policy, they need to put a plan in place to take care of the next generation.
Sponsored by PNC Bank, the Crisis Center of Tampa Bay hosted a Legacy Society luncheon at Mise en Place restaurant on March 18th. Over 30 people attended to learn more about estate planning and planned giving.
Beverley McLain from the Community Foundation of Tampa Bay shared her story of how she was once impacted by a personal financial crisis, and how she now works to help others make the community a better place to live. Lisa Langer from PNC Bank and Crisis Center Board members, Gary Weisman and Jamie Klingman, stressed the unique and crucial role the Crisis Center of Tampa Bay has in the community, and how including the Crisis Center in one's estate plans can make a difference for future generations.
You can find helpful information and tools for estate planning on the Crisis Center's Legacy Society page. Just click HERE
to visit the page. You can also reach out to Jennifer Moore at (813) 969-4977 or firstname.lastname@example.org
for more information about planned giving.