History
Ed and the people he has formed affiliations to analyze the particular circumstances and goals of each of his clients and develops a comprehensive plan not only to make those goals real but also to assist in their implementation. Ed's clients cover the whole economic spectrum and include individuals, professional athletes and corporations; some are the wealthiest in the country and some are hourly employees. All are treated with dignity and respect. Ed brings a strong background in finance and banking to this task. Additionally, Ed is an Accredited Estate Planner, a member of the Portland Estate Planning Council, an Associate Member of the Multnomah County Bar, the Northwest Planned Giving Round Table, the National Committee on Planned Giving, the prestigious Million Dollar Round Table as an Honor Roll Member, the Association for Advanced Life Underwriters, the International Forum and has served on the Board of Directors of three separate non-profit charitable organizations assist
Specialties
I specialize in helping clients create, protect and preserve their net worth, as well as helping clients slash their estate tax settlement