Monthly Archives: March 2017

The Portland Business Journal’s Family Caregiver Summit Featured Industry-Leading Experts, including Arnerich Massena’s Glen Goland, JD, CFP®

“I’m a recovering attorney. Now, I do wealth planning for folks,” Glen Goland, JD, CFP®, is quoted in The Portland Business Journal’s Family Caregiver Summit special insert of its March 24, 2017 issue. Glen participated on a panel, “Navigating Care & Finance for the Aging Parent,” a discussion about how to protect your assets and manage investments as family members age. Read more »

IRS vs. the Estate of Michael Jackson

The estate of Michael Jackson has been in the news lately, as the attorneys representing the estate recently spent some time in tax court arguing with the IRS. Their disagreement is based on the value of the late singer’s name and likeness, specifically what the fair market value was (on the day he died) for the rights to commercialize Mr. Jackson’s image and name.  Read more »

Arnerich Massena Publishes New White Paper – Retirement Plan Best Practices: Plan Design

Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Plan Design. This paper is the second of a five-part series outlining retirement plan best practices; the series began with plan governance and will also cover investment menu construction, plan monitoring, and participant education. In Plan Design, we examine the factors that plan sponsors should consider as fiduciaries when making decisions about plan design, looking at how other plans handle different options and identifying some best practices. Read more »

Arnerich Massena’s Glen Goland Speaking at The Portland Business Journal’s Family Caregiver Summit

Glen Goland, JD, CFP®, senior wealth strategist, will bring his estate planning expertise to The Portland Business Journal’s upcoming Family Caregiver Summit. This event serves as a resource for caregivers taking care of aging parents. One of the most critical aspects of caregiving is navigating finances and creating a well-constructed estate plan. Glen will join Megan Hewitt from the Attorney General’s Office for the panel “Navigating Care & Finance for the Aging Parent,” a discussion about how to protect your estate and prepare your investments. Read more »

“Bringing Your Company’s Retirement Plan Into the Future”: Oregon Business Magazine Features Arnerich Massena’s Institutional Team

How do employers prepare for the future as they try to help employees save for their own futures? Arnerich Massena’s institutional team helps answer a few questions and provide guidance to retirement plan sponsors in the March issue of Oregon Business Magazine. With this issue highlighting Oregon’s 100 Best Companies to Work For, it’s a perfect opportunity to provide those companies with some advice on their retirement plans. Read more »

Arnerich Massena Attends Classic Wines Auction

The 33rd Annual Classic Wines Auction was held on March 4th at the Oregon Convention Center. The event, which featured a tasting reception, dinner, and silent auction, raised funds for five non-profit partners. Recipients of this year’s fundraising included Metropolitan Family Service, New Avenues for Youth, Friends of the Children, YWCA Clark County, and the Unity Center for Behavioral Health. Read more »

Arnerich Massena Sponsors Seventh Annual TEDxPortland: Tickets on Sale Now!

“Portland is a prism of possibility – a creative community where people intersect and an unseen, radiant vision of opportunity is unlocked. Ideas are born, inspiration takes hold.”

TEDxPortland, now in its seventh consecutive year, presents “Spectrum, a celebratory gathering that honors the light in all of us.” Tickets are on sale now for the April 15 event at the Keller Auditorium. As with past years, the 2017 TEDx event promises to be exciting, fun, and full of ideas and inspiration. Even the titles of this year’s speakers are intriguing, like Emma Mcilroy, Wild Feminist; Thor Drake, Daredevil; and Luis Vargas, Explorer. Read more »

What’s in a Name? Titling Assets in Estate Planning

When an asset is transferred via sale or at death, one of the critical (and often misunderstood) questions is, “how is the asset titled?” There are three general ways individuals hold assets: in their own name, via contract, and by operation of law. Analyzing the manner in which assets are held, and the implications of these ownership types, is a cornerstone of financial and estate planning for the transfer of assets to the next generation. Read more »