Fred Marcus

My name is Fred Marcus. I turned 54 on May 4. I am an attorney and a partner in the law firm I joined 21 years ago. My practice focuses on estate planning and tax exempt organizations. I am married and have two sons; Jake is a freshman in a private college and Joe is a freshman in a private high school. Most of my discretionary income pays for their education. I own assets that I believe will appreciate over time.

I was introduced to WISE Senior Services about 10 years ago when I filled in at the last minute for an estate planning seminar. Since then, I have served as a volunteer for the WISE Endowment Committee and spent at least two hours per month at WISE offering free estate planning advice to the community.

I have learned over the years about the vital services offered to our community by WISE. I have met many members of the dedicated staff. I have also met many individuals who have had their lives prolonged and enriched by those services.

I have provided for WISE in my estate plan because that is the principal financial method I can use to support WISE at this stage of my life. Originally, I named WISE as one of the beneficiaries of a portion of my life insurance policy. I have subsequently designated WISE as one of the beneficiaries of my Living Trust. I do this because I believe WISE is an important institution in our community and worthy of support. I do this because my wife and I want our estate plan to be reflective of the values that have guided us through our life. We together feel responsibilities to our family and to our community. We do not believe that one should be supported to the exclusion of the other. Everyone makes their own decision about the right balance but it should be recognized that every gift is important to WISE and helps to support its mission.



» Fred Marcus


©2004 WISE Seniors, Inc. All Rights Reserved.