"If your actions inspire others to dream more, learn more, do more and become more, you are a leader."
-John Quincy Adams
When Did You Create Your Estate Plan?
Alumnus Shows It Is Never Too Early to Plan for the Future
After the birth of their first child, Marshall and his wife, Theresa, created their will and included a plan that would take care of their children and honor their values through charitable gifts.
“What drives my charitable giving is that I want to help those who are less fortunate,” Marshall says, “and I want to give back to organizations that I have benefited from.”
Marshall says his experiences at the University of Northern Iowa have contributed to his success, and scholarships helped make his education possible. The gift through his will is his way of paying it forward. “I would like to think my gift will assist future students in the same way,” he says.
For Marshall, some of the best memories of his college days are from running on the UNI track and field and cross country teams. He enjoyed the camaraderie with teammates, representing UNI, winning championships and improving his performances.
UNI purple runs in the Blaine family. Marshall’s father, Tom Blaine ’81, is a student teaching instructor for UNI in the Des Moines area. His sister, Erin Vinson ’98, is a health actuary and lives in Nashville with her husband and two sons.
Marshall also works as a health actuary. He grew up in Iowa and graduated from UNI in 1998 with majors in math and economics. Today he lives in Seattle, Washington, and enjoys music, sports, running and traveling. Marshall and Theresa also keep busy with their two young sons, George and Jensen, and look forward to the arrival of their daughter this summer.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.