Monthly Archives: December 2018

Episode 7 – Planning for Lifetime Charitable Giving



With the holiday season quickly approaching, more and more people are beginning to think about their charitable giving.

In this episode, Royal Standley talks about the importance of finding what speaks to your heart when you’re choosing which organizations to support.

Here’s what you will learn about:

  • The “American advantage” of charitable giving—and what sets America apart from other countries when it comes to charity
  • The importance of including long-term charitable giving in your estate plan
  • What to consider when deciding to create your own foundation or give to an already-established charitable cause, both in life and after
  • How to continue generating income into retirement, while still donating to your charities of choice
  • Why leaving your IRA or 401(k) untouched will save you money in the long run

Tune into this episode with Royal Standley and learn all about charitable giving and estate planning!

Resources

Oregon Pacific Financial Advisors, Inc.

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.


Episode 6 – It’s Never Too Soon to Start Estate Planning



Did you know that everyone has an estate plan, even if they don’t have a will or a living trust?

But when people pass away without a prepared will or a trust, their heirs are chosen by the laws of whichever state they lived in.  

Maintain control of what happens to your assets by working on your estate plan. Royal Standley is here to simplify the process and guide you through it.

In this episode, you will learn:

  • How soon people should get a will or a living trust
  • What a probate is and what that process involves
  • The pros and cons of wills versus living trusts
  • What happens if you forget to put an asset into the name of the living trust
  • Why Royal recommends having a pre-death inheritance event
  • And more!

Tune in now to learn how you can use estate planning to protect your loved ones and your assets!

Resources: Oregon Pacific Financial Advisors | 541-772-1116

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.