June is Leave a Legacy Month, and the advisors at Essex Financial and Essex Trust are partnering with the Community Foundation of Middlesex County (“CFMC”) to inspire donors to name their favorite charitable organization or cause in their estate planning documents. On Friday June 9, 2017, Moira Martin of Essex Trust and Bob Marcinek of Essex Financial joined Cynthia Clegg of CFMC for the Feel Good Friday radio show on iCRV Radio to talk about ways individuals can support their favorite organization by planning to leave a legacy. Whether an individual wants to make an impactful gift now or update their estate plan to name a favorite organization to benefit in the future, all legacy gifts make our community a better place to live, work and play. From something simple like putting “payable-on-death” designations on a checking or savings account to more sophisticated planning with individual retirement account or life insurance policy beneficiary designations, our advisors help our clients accomplish their estate and philanthropic planning goals to leave a legacy for years to come. CFMC is committed to partnering with professional advisors like Bob and Moira and is a great resource for local knowledge of the particular needs right in our backyard.
Catch a replay of Bob and Moira’s Leave a Legacy discussion on iCRV’s Feel Good Friday show right here and select Feeling Good for program and click on the June 9th Audio Archive.
Essex Trust and Essex Financial do not provide tax, legal or accounting advice. This article is for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
Securities and Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor, Member FINRA, SIPC. A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc. are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any Bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the bank and involve investment risk, including the possibility of loss of the principal amount invested.