The Transylvania Times -

United Way Plans For 'Life, Death And Taxes' – Brevard NC

 

Greg Condon of Morgan Stanley and Steve Pulliam, Executive Director for United Way of Transylvania County, review details for the "Life, Death and Taxes" event Thursday, May 1. The event, hosted at College Walk, is open to the public and focuses on aspects of planning for living and dying well.

Gregg Condon, vice president -financial advisor with Morgan Stanley, is a United Way of Transylvania County (UWTC) volunteer, Waterfall society member, and former UWTC board member/ planned giving and endowment committee chair. He believes that everyone should make plans for their life and for their death.

"I feel very strongly that living and dying are things that should be considered together - as part of a meaningful, comprehensive plan that includes financial, health and belief-system components," Condon said.

"We are lucky to have so many knowledgeable and professional sources of advice and information here in our community...UWTC is bringing some of these advisors together at our 'Life, Death and Taxes' event, to help people with initiating or updating their planning process," said Condon.

UWTC presents 'Life, Death and Taxes' Thursday, May 1, from 4-6 p.m., in the auditorium at College Walk in Brevard. The event is free and open to the public. Visitors will receive take-home gifts and register for door prizes at the event.

Six local advisors will present a series of 10-minute presentations on a variety of planning issues. The talks begin at 4:15 p.m.

David Reid, tax administrator for Transylvania County, will speak on "Real Tax Implications of Death."

Ken Swayze, director of Fiduciary Services for First Citizens Bank, will address the topic of "Your Banking Health."

Cathleen Blanchard, managing partner and funeral director with Moore Funeral Home and Creation Services, will talk about "How Your Memory Lives On."

Diana Mashburn, director of sales at College Walk, will discuss "Living Abundantly."

Patricia L. Laubham, estate planning and estate administration, and David C. Neumann, attorney, with Neumann Law Firm, will cover "Estate Planning for Life and After."

Marcus Dodson, chaplain/case manager for Transylvania Regional Hospital, will explain about "5 Wishes and Advance Directives."

Representatives from six additional local offices will be on-site to address personalized planning questions from event attendees: C&C Senior Services, Moody-Connolly Funeral Home and Crematory, PNC Bank, The Community Foundation of Henderson County, Tax Deferred Services, and Trent & Associates Nationwide Financial.

Condon encourages people to consider including planned giving as a way to create a lasting, positive impact on the community.

"There are many options available to individuals with a strong sense of social responsibility who want to specify charitable organizations, such as United Way, as beneficiaries of some portion of their estate," he said.

UWTC has three goals for achieving positive community outcomes: increasing residents' financial stability, raising the county's high school graduation rate, and improving health care access and healthy behaviors.

At the present time, UWTC funds programs that strengthen families by helping prevent teen pregnancy, homelessness and neglect; and by providing housing, hot meals, adult day care, family counseling, after-school programs, health care access, free transportation, youth athletic programs, financial counseling and youth conflict resolution training.

To volunteer or financially support the United Way of Transylvania County, call 883-8822, visit the office at 101 W. Jordan Street, #4 (below PNC Bank in downtown Brevard), send U.S. Mail to P.O. Box 53, Brevard, or visit http://www.unit edwaytransylvania.org.

 
 

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