Tag: Trust

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Lessons on Scam Prevention (Ep. 88)

Lessons on Scam Prevention (Ep. 88)

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Have you ever had a scam call that sounded legitimate? Maybe had someone you know fall for what seems like an obvious scam? 

In this episode, Royal Standley explores ways to protect oneself from falling victim to scams, such as verifying phone calls and not trusting unfamiliar emails or messages. Royal shares personal experiences and statistics related to fraud, emphasizing the vulnerability of older individuals. 

Royal discusses:

  • How prevalent scams are in an age of technology
  • Some of the most common scams and how to prevent yourself from falling for them
  • Why older individuals are more vulnerable to scams
  • His personal experience with scammers
  • What to do if someone is being scammed
  • And more

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Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.

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How To Avoid Becoming An Estate Planning Horror Story (Ep. 73)

How To Avoid Becoming An Estate Planning Horror Story (Ep. 73)

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Creating an estate plan can be a lot of work, making sure everything is covered and all your assets are doing what you want them to. Not having one is even worse.

In this episode, Royal Standley focuses on estate planning, the tools to build a good estate plan and what happens if you don’t have one. Royal dives into the different pieces of estate planning and how having one can ease the way for future beneficiaries without creating confusion.

Royal discusses:

  • How are assets divided in the absence of an estate plan
  • The estate planning questions you should ask your attorney
  • The information you should update on a regular basis
  • What is the revocable trust and how does it fit within traditional estate planning
  • Things to consider when naming beneficiaries, especially with real estate
  • The importance of having a team of professionals to help with estate planning

Connect with Royal Standley:

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.