Estate Planning

Proper estate planning allows for continuity of one's income and lifestyle while transferring wealth from one generation to another or to a charity should that be a client's inclination. With the assistance of an attorney and a CPA, careful planning can reduce the overall taxation to a client's estate. Our asset management team helps maintain sufficient income and desired safety throughout the transfer process.

A comprehensive estate plan covers a pleothra of financial segments that helps transfer of property at death, personal matters, and tax consequences.

Of course, every individual has a different view of how they would like to handle their estate. Some estate planning tools that we utilize include:

Charitable Trust
Revocable Living Trust
Irrevocable Living Trust
Wills

Please contact us via email or call us at (971) 204-0225 for a FREE review of your current/new estate plan.

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.

Investments products and services available only to residents of : California (CA), Colorado (CO), Idaho (ID), Oregon (OR), Utah (UT), Washington (WA)
Fee-based advisory services are available.
We are licensed to sell insurance products in the following states of: Oregon (OR), Washington (WA), California (CA)