Estate Planning Blog

Estate Planning, Tax & Business Planning Blog

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You Don’t Need $1 Billion to Leave a Legacy Through Gifting

Leaving a legacy doesn’t have to require a monetary transaction. Volunteer, teach, mentor, and lead by example! People will remember you fondly for the work you did during your life, and your name will forever be associated with the impact you’ve made on your local community.

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PREVIOUS SPEAKING ENGAGEMENTS

  • “Tax Practitioner’s Guide to Estate Planning and Probate & Trust Administration,” Oregon Association of Tax Consultants. 2020 & 2017
  • “Planning for Special Needs” Morgan Stanley. 2017
  • “What Happens When a Client Dies? An overview of trust and probate administration, timing, taxation and fiduciary responsibilities”, NAPFA. 2017
  • “How Probate Can Affect your Real Estate Transaction,” Ticor Title. 2015, 2016, 2019
  • “Estate Planning Basics and How to Avoid Probate,” Golden Years Real Estate Solutions. 2016
  • “Closing the Probate Estate,” National Business Institute. 2015
  • “What Seniors (& Those Who Help Them) Should Know About Financial Professionals,” Senior Social Services Network. 2015
  • “Probate Pitfalls.” Hewins Financial Service. 2012
  • “Estate Planning for Young Adults,” United Way Worldwide. 2010
  • “Estate Planning Basics,” National Business Institute. 2010
  • “Planning for Real Property in Estate Planning & Administration,” National Business Institute. 2008
  • “Estate Planning, Emphasizing Antique Automobiles,” Tumbleweed V-8 Club. 2008
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