Volume LIVAugust 2007Number 3

Plan for Your Continuing Retirement

Planning for retirement is crucial to your quality of life in your senior years. Of special importance is having your estate planning and long term care plans in order to assure that you are prepared in the event you should become ill. Finally, there is the need to have estate plans reviewed on a regular basis to make sure you are taken care of should you become incompetent, and for the orderly distribution of your assets upon your death.

Bro. Alvin Blitz, Esq., a Pennsylvania Licensed Attorney with private practice experience in the field of estate and trust law, has conducted numerous workshops for residents at the Masonic Villages on many topics pertaining to elder law and estate planning. He has worked with many fellow brethren on advising them where to obtain professional advice to prepare a proper estate plan or to answer questions concerning continuing care, whether it be at one of the Masonic Village campuses or elsewhere.

"Meeting with our fellow brethren and their wives or widows to advise them on how to plan for their senior years is an important and valuable service offered by our office," Bro. Blitz said. "I have found that many seniors have outlived their friends and advisors and are not sure where to turn for help. That is where the Masonic Charities can be a resource."

Recently, Bro. Blitz was contacted by Bro. Richard Brownfield, Orient Lodge No. 683, Penn Hills, from Uniontown about purchasing a Charitable Gift Annuity from the Masonic Charities. After much discussion by phone about his situation, Bro. Blitz sent information on funding an annuity with stock along with other valuable estate planning articles on living trusts, wills, powers of attorney and living wills, including a comprehensive guide for personal planning for seniors.

Subsequently, Bro. Blitz traveled to Uniontown to meet Bro. Brownfield at his home to discuss his particular circumstance. With Bro. Blitz's guidance, Bro. Brownfield was able to update his estate plan and better understand how to handle his financial affairs.

Like Bro. Richard Brownfield, you, too, can receive personal advice from the Office of Gift Planning. If you have recently lost a loved one or have failed to update your personal affairs in the past several years, consider contacting the Office of Gift Planning for specific resources and personal advice on how to get your affairs in order. All advice is free and confidential. We are not permitted to prepare your personal plan documents, but will do our best to provide resources to assist you in accomplishing your personal goals.

Bro. Richard Brownfield of Uniontown, Pa.

The official registration and financial information for any of the Masonic Charities may be obtained from the Pennsylvania Department of State by calling toll-free, within Pennsylvania, (800) 732-0999. Registration does not imply endorsement. All contributions are tax-deductible to the extent allowed by law.
For more information about how a gift annuity might benefit you, in complete confidence and at no cost or obligation, simply complete and return the response coupon to the Office of Gift Planning, or call to speak with one of our Office of Gift Planning staff members in the geographic region nearest you:

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