We teamed up with Cascade PBS to answer common questions that come up with planned giving. In these easily digestible videos, Joey Robinson, VP / Senior Client Portfolio Manager and Dawn Spratley, VP / Senior Trust Officer, address why a professional fiduciary should be used to settle your estate, what to keep in mind when markets are unpredictable, the difference between a revocable trust and a will, and other topics.
Have questions about planned giving, estate planning, or wealth management? Connect with a local member of our team.
What are some strategies investors can use to manage market volatility?
What should investors consider when markets are unpredictable?
What are the pros and cons between a revocable trust and a will?
What are some reasons investor choose to stick to their plan during volatile markets?
Why is community property important at death?
Why should I use professional fiduciaries to settle my estate when I die?
Watched all the videos and still have questions? Our experts are invested in you and your long-term financial wellbeing and are ready to jump in and understand your goals, challenges and options.