Estate Planning Seminar
Free Estate Planning Seminar—Back by Popular Demand!
Sunday, October 15, 2017, 3:00-4:30 p.m.
Cary Memorial Library, Large Meeting Room, Lower Level, 1874 Mass. Ave., Lexington
Have you ever wondered: Why do I need to do a will? What things should I think about if I’m updating my will? How will taxes affect my estate? What is a trust? How can a trust save taxes and protect assets? What if I own a small business? How do financial planning and estate planning go together? These and other questions will be addressed in an upcoming seminar, “Estate Planning Basics.” Bring your own questions! Our panel of experts include:
- Mary Hastings, CFP, moderator
- Peter Hoffman, CFP, MBA
- Rand Spero, CFP, MBA
- Edward Fitzgerald, Trust Officer
- Kevin Sargis, JD, CPA
- Rebecca O’Brien, JD
- Patrick McAvoy, JD (LLM Taxation)
- Jane Trudeau, JD (LLM Taxation)
Free and open to the public. Sponsored by the Planned Giving Committee of the Cary Memorial Library Foundation. Seating is limited—reservations for this popular event are highly recommended. Call 781-698-4406 or email email@example.com.
Eighth Annual Legacy Society Celebration
On May 24, 2016, the Cary Memorial Library Foundation held its Eighth Annual Legacy Society Celebration to honor members of the Maria Hastings Cary Legacy Society and special donors. More than forty guests attended.
In keeping with this year’s fundraising theme for the library’s Transformative Spaces project and the planned new Teen Space, guests were served tea by LHS students. Finger sandwiches, scones, chocolate-dipped strawberries, and more from
Lexington author E. Ashley Rooney regaled attendees with stories of her twenty years working with young people and establishing a youth fund at Cary Library. “I no longer work with youth,” Ashley said, “but through Cary Memorial Library, I still have the joy of giving to them and knowing that the youth have found a safe place to be in town—a place where they can get answers for their questions, find friends, and share their stories.”
Library Director Koren Stembridge noted the importance of legacy giving to the library, saying, “A gift made with caring and concern in some moment in the past is providing us with the resources we need for today, and similar gifts will enable moments we can’t even imagine at some future moment down the road.” She thanked guests for their support.
We hope you will be our guest at next year’s Legacy Society Celebration. All you have to do is join the Maria Hastings Cary Legacy Society.
On March 11, 2016, students from Lexington High School hosted an evening of A capella harmonies, piano sonatas, along with a smattering of David Bowie to raise funds for Transformative Spaces, the forward-looking redesign of the interior of Cary Library. With an audience ranging in age from two to ninety-something, the young performers charmed, delighted and entertained with their musical performances. It was a blast!