July 2025

INSIDE THIS ISSUE:

• Plan With Purpose: Bequeath Assets to a Beloved Charity
• Meet Brett Roberts, Our Estate Planning Attorney
• Save These Dates for Educational and Service Events!
• The Freedom Formula: How Planning Ahead Helps Seniors Stay in Control
• Garlic Parmesan Shrimp
• Inexpensive and Memorable Grandparent-Grandchild Activities