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Archive for charitable giving

Newsletter – November 2016

Posted by Koenig Investment on
 November 21, 2016
  · No Comments

Legacy Planning

We thought it would be timely to depart from our usual market commentary and instead explore services our office offers that you may not be aware of. Financial planning extends beyond upcoming life events such as a new home purchase, a child entering college, or entering retirement. Most clients desire to leave a legacy for children, extended family, friends, or charitable institutions. Laying the foundation for a transfer of wealth, particularly to younger generations, should occur well in advance of the need, yet these can be difficult conversations to begin. We often see that, without proper planning, family wealth depleted within a generation or two.

Our office can help. We are a neutral third party who can explore the best way to discuss your wants and needs with family, attorneys, or other relevant parties. Addressing topics related to multi-generational family trusts, or even who to contact and where to find important documents in case of unexpected events, can provide clarity and assurance in advance of emotionally fraught times. Please let us know if you are interested in beginning a conversation between you, your heirs, and our office.

Quick Office Guide

We have attached a summary some people may find helpful when speaking about us to family, friends, or service providers.  It is a quick explanation of who we are and what services we provide.  Please feel free to send or print a copy of this page for your family members, close friends, CPA, attorney, or anyone else you feel should know about our office.  Let us know if you would like us to mail you hard copies of this explanatory page and we will be happy to do so.

We wish everyone a happy, enjoyable holiday season.  

Quick Office Guide

 

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2021 © Koenig Investment Advisory, LLC | Website by Michaels & Michaels Creative, LLC | Photography by David Gibb

Koenig Investment Advisory, LLC is a registered investment advisor in the States of Oregon, Washington, California, and Colorado. Advisory firms with five or fewer client households are exempt from registration in such states. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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