LEGACY CIRCLE

Greetings fellow IUCC members,

As the majority of you know, IUCC was the beneficiary of an incredibly generous bequeath earlier this year by our late fellow congregation member, Lynn Carpenter. This bequeath did not happen by accident. It was planned, and thankfully so, given that Lynn was taken prematurely in her retirement years. Not ever knowing what’s around the corner, Lynn’s savvy preparation of a will/trust insured that IUCC received the gift that she intended, leaving an incredible legacy.

This time last year the Fund Development Committee brought to your attention a very worthwhile free seminar series conducted by a legitimate not-for-profit organization called ItsYourMoneyAndEstate.org (www.iyme.org) that is focused on financial and estate literacy. It is sponsored by many reputable local and national organizations that you will certainly recognize. They offer both Zoom and in-person workshops, one focusing on “It’s Your Money!“ dealing primarily with financial planning and the other “It’s Your Estate“ dealing with estate law, healthcare and power of attorney, will and estates, retirement asset planning, charitable opportunities, and estate administration. 

While both seminars are important, Lynn’s legacy underscores the importance of participating in “It’s Your Estate” whose first webinar begins on April 26 and the other series webinar begins on April 25. There are five workshops in each series. In person workshops are present in Newport Beach, Brea, Orange, Laguna Niguel, Laguna Woods, Irvine, Huntington Beach, Mission Viejo, Fullerton, and Laguna Beach. So, there is an in person location near you. The earliest of these begins April 3, though the majority begin a couple of weeks later. Therefore, please be sure to check out the dates in your location ASAP to register for this free workshop series.

Two of my best friends found this series so valuable that they actually have taken it twice. Another couple wholeheartedly endorsed both series. Hopefully there are those among you that took the series last year. I would like to ask that anyone who signed up last year or who signs up this year let me know and give me your feedback about the series. 

For those of you that have made preparations and intend to include IUCC in your estate planning, please contact me with regard to adding your name to those below already on the list of IUCC’s Legacy Circle. For more information regarding our Legacy Circle, click on this link:https://iucc.org/give. There you will find an FAQ link https://iucc.org/legacy-circle and this link to download a confidential bequest intention form https://iucc.org/s/IUCC-Confidential-Bequest-Intention-Form.pdf.

This is such an easy thing to procrastinate about. However, this is too important, for it goes beyond just your legacy. For the sake of your loved ones, don’t leave the future to chance. Make sure your wishes are known.

For further information, don’t hesitate to reach out to Duane Vajgrt at djvmd@iCloud.com or contact 949-795-7318 or Bill Lawrence at walawrence@icloud.com or 949-375-0418.

In earnest,

Duane Vajgrt

Bill Lawrence 

Fund Development committee co-chairs

Keith and Renae Boyum

Lorraine Fox

Connie Jones

Glenna Matthews

Brian Percy-Schofield & David Schofield

Marilyn Smith

William Lawrence & Jeff Stuckhardt

Jeffrey Benedick & Duane Vajgrt, MD

Craig Tyrl