Both are passionate supporters of their public library – attending fundraisers and volunteering on various committees, and Blake has just been asked to serve on the Library Foundation’s Board of Directors. They spend their Saturday mornings at the library with their daughters, exposing them to the treasures of reading and knowledge that can only be found in a library.
After a long struggle with lung cancer, Addison’s mom passed away, leaving her estate to Addison, her only child.
While Addison and Blake are comfortable financially, this inherited wealth allows them to fully pay off some student loans and Blake’s car with a considerable amount left over. In addition to putting some money in a college savings account for their daughters, they establish a trust that allows them to continue to give generously to their library and ensure education remains a cornerstone of their family and their community.
Illustrative purposes only. This is not an actual client of LEEP Asset Management and does not represent an actual client experience.
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