Thursday, March 16, 2023 - Not with my money you don’t!
Remembering Anna Nicole Smith and Bernie Madoff – could a fiduciary have prevented these swindles? Learn about the three types of investment advisors, their scope of work and how they are compensated. And, get some pointers on how to hire a fiduciary or successor trustee to manage and distribute your asset.
Presenter: Diana Rankin, CDFA Northern Trust Securities
National Estate Planning Awareness Week.
Laura Klink, the OHS Public Information Manager, speaks to KGW, the NBC affiliate in Portland, Oregon about National Estate Planning Awareness Week.
Stephanie Kralevich talks to Laura Klink of the Oregon Humane Society about the tremendous beneficial impact legacy giving has for local rescue animals.
Legacy Learn - June 15, 2021
The speakers are Christie Martin and Gabrielle Richards with Martin & Richards, PLLC. Their firm was founded to provide smart, flexible and client-focused legal services. Primary areas of practice are elder law, estate planning and trust and estate litigation.