Estate Planning

What makes greatness is starting something that lives after you. - Ralph W. Sockman

When a person reflects on their mortality, it can create a sharp focus on what is important in life. It begins to help shape the steps you need to take to build and protect what is important to you, the people around you, and your future.

Proper estate planning allows for continuity of one’s income and lifestyle while transferring wealth to the people/organizations that matters to you. 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. Our team of private asset managers in Oregon, United States helps maintain sufficient income and desired safety throughout the transfer process.

A comprehensive estate plan covers a plethora 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

By having an end in mind, you can protect what is important to you through the proper estate plan. If you have any question(s) in regards estate planning or Private Asset Management Services in Lake Oswego, USA, please don’t hesitate to contact us.

about lifelong wealth management

A Lake Oswego Portland Oregon Financial Wealth Management Company offering 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, CA92262

(760) 606-0087

(760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598