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Estate Planning for Dear Aunt Margie cont’d from front cover
the Whole Family You showed it in your caring for When you passed away in January,
What your parents need to do… others. None of us were surprised such a large part of us went with
What your children need to when we met those people whose you. But as always, your lessons on
know… lives you had touched. Nor were we life and on trusting in Our Lord gave
surprised to learn that in your 93rd us the support and the strength to
Our guest speaker, Mary Lou Dingle year, when you finally felt that know that you are now reaping the
LL.B. – Partner with Martin, Martin, living on your own was getting a rewards of a life so given to devo-
Evans, Husband, is a well-known little more difficult, that the only tion, and to loving and caring for
Hamilton Estate Lawyer. She is an place that you would consider was your students, family and friends.
active public speaker with a humorous St. Joseph’s Villa. Seemed to us that That you would leave a bequest in
approach. She will discuss what can go with your long involvement with your Will for St. Joseph’s Villa was a
wrong if you don’t plan your estate. the Sisters of St. Joseph, you were crowning gesture of love to such a
Our panel of experts include: moving in with friends. We were magnificent life.
not surprised when the love and Thank you Aunt Margie, for your
Michael Davies PFP – Financial
care that you always gave, was gift of example.
Planner, Investment Planning Canada
returned to you in your new home.
Ron Heinzman – Family Service Love,
Counsellor with Marlatt Funeral Homes
Your family
Richard (Rick) Howarth CFP, CLU,
.C.
CH.F – Retirement and Estate
Planning Specialist, Dan Lawrie
Insurance Brokers Ltd. St. Joseph’s Villa Foundation Planned Giving Advisory Committee
They will cover topics such as:
• Structuring your retirement income Mary Lou Emmett, Jim Findlater
• Advantages of a pre-planned funeral Chair since November 2001 Certified Management Accountant
• The ABC’s of planned giving Consultant Rick Howarth
Saturday, October 23, 2004 ProAct Consulting Inc. Estate and Financial Planner
10:00 a.m. – 12:30 p.m. Mike Davies Dan Lawrie Insurance Ltd.
St. Joseph’s Villa – Rose Garden Financial Planner Ralph Montesanto
2nd Floor of the Juravinski Wing Investment Planning Canada Retired Teacher, Author
A light lunch is to follow. Space is James DiCenzo Sub-Committee Representative:
limited for this complimentary Investment Advisor Carl Fraser
seminar so please call 905-627-9011 Canaccord Capital Corporation Fraser Financial Consultants
ext. 2293 to reserve your seat today.
The Cornerstone of Our Future Cornerstone
Please send me more information on planned giving opportunities at St. Joseph’s Villa
Cornerstone is published twice a year by
s Bequests and legacies s Charitable Gift Annuities St. Joseph’s Villa Foundation (Dundas). The
s Gifts-in-kind s Life Insurance information contained herein is general in
s Charitable Remainder Trusts nature and we encourage readers to seek
detailed information from their financial and
legal advisors.
s I have made provision in my will and/or estate plans for St. Joseph’s Villa
We welcome your questions, letters and
s Send me a copy of The Cornerstone of Our Future suggestions for articles. Please direct your
Name _____________________________________________ correspondence to:
Address____________________________________________
St. Joseph’s Villa Foundation
City ___________________________Prov _______________ 56 Governor’s Road
Postal Code ___________Telephone ( ) _______________ Dundas, Ontario L9H 5G7
(905)627-4457
Email Address_______________________________________ Fax (905) 627-8978
Return to: St. Joseph’s Villa Foundation 56 Governor’s Road, Dundas, Ontario L9H 5G7
“an indispensable part or basis” Fall 2004
Cornerstone The Estate and Financial Planning Newsletter for Friends of St. Joseph’s Villa Foundation
Dear Aunt Margie
W hat wonderful gifts you Your example of hard and honest
gave us in the marvelous work was exemplified in the 50
years that we shared! year teaching career to which you
We don’t mean the clothes and were dedicated. From those early
“We won’t always toys that you gave to us on all years in Brantford, and certainly in
the years of service at St. Patrick’s
those birthdays and Christmases.
know whose lives No, we mean the love for us that Elementary School, you showed us
that teaching others is a gift to
seemed so unconditional, and
we touched and even more than that, the great gift yourself. As we were growing up,
we heard you speak lovingly and
of example.
made better for Your first example was that of supportively of your students.
Your caring for them gave us a
faith. Your devotion to our Lord
our having cared, and his Blessed Mother, gave us a respect for teachers that became
second nature to us. As we grew
foundation of faith that has helped
because actions us every day of our lives. The faith up, we would meet people in
every walk of life, and in every
that you lived, lead us to know that
can sometimes we are never alone, and that if we setting and situation, who would
ask us, “Are you related to Miss
trust in God, listen with our hearts,
have unforeseen and walk as close to His path as we Cox from St. Pat’s?” We cannot
begin to tell you how proud we
can, then all will be well.
ramifications. were to answer yes, and then listen
to the most wonderful stories
What’s important from these oft times strangers,
about how you went out of
is that you do care your way to help them or
their families. These
and you do act.” people were never
strangers for long.
What a wonderful
Charlotte Lunsford example you gave us in
loving and caring for
our families. The care
and love that you
showed your mother,
brothers, sisters, nieces and
nephews, helped us to know
our families as strong units of
love and shelter. It was your
example that helped us
stay close to each other,
and to know the
strength of that unity.
Continued on page 4
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