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.

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

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