Free Estate Planning Help

November 21, 2018

Spending your lunch planning where your assets will go when you pass away may not be your idea of fun, but it can bring you peace of mind and will ensure your wishes are followed.

“Try thinking of it as a way to care for your family and your community,” said Karen Simpson-Neasby, executive director of Mercy Health Foundation Lebanon.

In fact, Mercy itself was founded with just such a gift. Catherine McAuley opened the House of Mercy in Dublin, Ireland, after her receiving a sizeable inheritance from the couple who had taken her in as an orphan. She wanted to care for women and children who had nowhere else to turn. She later founded the Sisters of Mercy and turned her inheritance into a legacy and mission that is still alive today.

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To help you navigate the estate planning process, Mercy Health Foundation Lebanon will host a free Lunch and Learn on Nov. 29, 2018, in the hospital conference rooms. You’ll learn more about planning your estate and charitable giving in a way that benefits you, your family and charity. Panelists for the free presentation include local attorneys, tax professionals and financial advisors. You’ll also have the opportunity to participate in a question and answer session.

“Our panelists will help you dig deeper on discovering your goal, your gift, how it works and your benefit,” said Simpson-Neasby.

The public is cordially invited to participate:

  • Free Estate Planning Lunch and Learn hosted by Mercy Health Foundation
  • Nov. 29, 2018, Noon
  • Conference rooms 1-4, Mercy Hospital Lebanon
  • Free lunch provided

While the event is free, you do need to register to reserve your spot. Please call 417-533-6017 or email Stephanie Breedlove at stephanie.breedlove2@mercy.net

 

Media Contacts

Sonya Kullmann
Berryville, Branson, Cassville, Lebanon, Mountain View, Rolla, Springfield, Aurora
Phone: 417-820-2426