Bright blossoms nestled near the Moon Bridge / Photo by Julia Taylor

A Legacy of Support

Every once in a while you may stop to consider the impact your life has on the people around you.  Many people can look at their family and friends and realize that they have had a positive influence.  Still you may yearn to do something more, something deeper for others, that will last beyond your lifetime.

Every once in a while you may stop to consider the impact your life has on the people around you.  Many people can look at their family and friends and realize that they have had a positive influence.  Still, you may yearn to do something more, something deeper for others, that will last beyond your lifetime.

Often our cash resources are limited.  We would like to give more money to our favorite charitable causes, but there simply aren’t enough resources available.  What if you could make a lasting and permanent gift, one that was bigger than you ever dreamed possible?  And what if you could do it in a way that honored and protected your loved one’s inheritance at the same time?

If you would like to create this kind of legacy, the Legacy Society has been established just for you!  The Legacy Society is designed to recognize and show appreciation for those who have remembered the Garden in their future giving and estate plans. Your participation in the the Legacy Society helps insure that  the Garden(insert mission statement and vision here).

As partners in our shared mission to (again, reinforce by inserting your mission/vision here) your financial legacy through estate planning can generate a solid financial base for (insert the purpose(s) for money given here.)

How to Become a Member of the Legacy Society

Becoming a member is simple!  You can call or write the Garden to tell us you have included TFT as a beneficiary in your estate plan.  When you call or write, please indicate the following:

_____a) I am considering becoming a member of the Phoenix Legacy Society

_____b) I have already placed the Garden as a beneficiary in my estate plan.

_____c) I would like copies of the Estate Planning Guide, Estate Inventory Form, and “My Wishes” booklet.

_____d) I would like someone to visit with about estate planning.

A staff member will be happy to help you!

Legacy members’ names are recognized in The Garden Path magazine.  Additionally, you will receive a beautifully framed certificate, and be invited, and honored, as a special guest to our annual Golden Crane and Legacy Society event.

For more information about including the Portland Japanese Garden in your future plans, you can contact  Matthew Maas at 503-542-9301

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More About Estate Planning

Did you know statistics indicate that nearly 65% of Americans do not have a valid estate plan?  Are you apprehensive about the terminology used in estate planning, even afraid to talk about death or intimidated by attorneys?  The truth is most people are!  However, don’t let that get in the way of developing a thoughtful estate plan!

If estate planning is something you are thinking about for the first

time, or if you need to update an older plan, the Garden has resources to help you!

 

As a friend of the Garden, you have access to a variety of free resources, including a:

 

  • Comprehensive Estate Planning Guide
  • All-Inclusive Estate Inventory Form
  • Vitally Important “My Wishes” Booklet, and…
  • Expert Estate Planning Assistance if needed,

If you would like confident planning assistance, we have technical expertise to help you with business transition, and estate planning.   Whether your estate is large, or relatively modest, we have expert planning assistance available.

While PJG cannot serve as your legal counsel, our staff Advisor is trained to help in areas such as:

  • how to sell your business while minimizing capital gain tax,
  • protecting loved ones as they receive their inheritance,
  • minimize taxation on retirement plans, and
  • reduce or eliminate estate taxes…

…all while making the process fun and enjoyable along the way!

If you would like to learn more about our estate planning services, please contact Matthew Maas at [email protected].

Again, there is no cost or obligation for those who need planning assistance!

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