logo

Estate Planning

Things to Consider

What are things you need to consider when you are looking to create your estate plan.

Charitable Giving:
If you intend to make charitable donations as part of your estate plan, consider the most effective ways to do so while maximizing tax benefits.

Long-Term Care Planning:
Consider how you will fund long-term care expenses if needed, including insurance options and Medicaid planning.

Tax Planning:
Understand the potential tax implications of your estate plan. Consider strategies to minimize estate taxes, such as gifting, charitable giving, and trusts.

Guardianship for Dependents:
If you have minor children, designate guardians who will take care of them in the event of your passing.

Heirs and Beneficiaries:
Create a list of beneficiaries including family, pets, etc.

Family Discussions:
Consider discussing your estate plan with your family members to ensure clarity and transparency regarding your wishes.

Disbursement of Assets:
Consider how you want your assets to be divided and disbursed to your heirs, charities, etc.

Healthcare:
Consider who you want to make the decisions on your health if you cannot make them yourself.

Funeral:
Consider how you would like the executor to handle your funeral arrangements. Including any organ donations.

Ready to enhance your estate plan? Click here to schedule a meeting with our wealth manager. 

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534

 

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084

 

Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598