Estate Planning in Portland

End of life planning is never easy. Neither is the government deciding where your money, and assets go. Unfortunately, most individuals and families desire their own legacy plan, not the state specific plan, such as probate. This requires further planning, where our advisors work with you to best understand what vision you have for your legacy.

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Estate Planning Services

  • How funds will be spent during incapacity?

  • Who will inherit the wealth?

  • Will the inheritance be subject to any protections or restrictions?

  • Who controls the decisions?

  • What legacy is desired?

  • What strategies will be used to manage estate taxes and income taxes?