Category Archives: Financial Planning

Younger workers don’t want to sweat investment decisions

A recent survey from J.P. Morgan reveals that workers under the age of 30 want their employer to make financial decisions about their retirement savings! According to the survey, 69 percent of this younger group identify themselves as “do-it-for-me” investors, compared with 56 percent of those over age 30. And a whopping 82 percent want their employer to actually make their investment decisions for them (versus 73% for those over age 30)! Read more »

Lessons on Trustee Selection, Live from the Staples Center!

Sports fans have recently seen the impact trust laws have firsthand, as the control of one of the NBA’s marquis franchises, the Los Angeles Lakers, has been determined by the trust which owns a majority share in the team. Most of the clients we work with own assets far less unique than an NBA franchise; however, the end result is the same no matter the asset – a properly drafted trust with appropriately designated trustees is one vehicle that may allow for the smooth transition of property from one generation to the next. Read more »

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’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 »

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 »

Arnerich Massena’s Reegan Rae Discusses Wealth Management in The Portland Business Journal

“Wealth management is about how you invest and grow your assets, but it’s about more than that, encompassing vital tax services and important estate planning issues as well.” The Portland Business Journal brought together a panel of wealth management experts encompassing a variety of disciplines to provide some insight on how families can make the most of their assets. Arnerich Massena investment advisor, Reegan Rae, Certified Private Wealth Advisor®, joined the discussion as a panel member. Read more »

Arnerich Massena Hosts Charitable Giving Strategies and Estate Planning Forum

We’re excited to announce that Arnerich Massena will be hosting an upcoming Learn Share Connect event, “Charitable Giving Strategies and Estate Planning,” a luncheon forum to discuss trends in the world of philanthropy and estate planning. The event will take place at the Multnomah Athletic Club on Tuesday, November 15 from 11:30 – 1:30 p.m. Read more »