Join us on May 20th at 10am for this month's educational presentation on estate planning basics to ensure your plan is up to date and congruent with your wishes. Lowell and Geoff are excited to be presenting alongside estate planning professional, Michael Biesheuvel of Puget Sound Wills and Trusts. We will review the basics of estate planning including:
There are more than one and a half million nonprofits in the U.S. and ten million worldwide. No wonder the process of deciding where you want to donate can be overwhelming! Whether you are donating for the first time, consolidating donations, or considering making a large gift: Begin by reflecting on your motivation for giving. Continue reading to learn how you can maximize the impact of your donation.
The Merriman Team enjoyed some volunteer hours in the community!
Q1 2023 Market Update from Merriman CIO, Kristi de Grys
