Estate & Legacy Planning
You’ve worked hard to build what you have. Estate planning is about making sure it’s protected, structured intentionally, and transferred in a way that reflects your wishes.
For many people, estate planning feels overwhelming or easy to put off. Documents get started but not finished, or they exist but haven’t been reviewed as life has evolved. Without proper planning and coordination, even well-intentioned plans can create unnecessary complexity, delays, or unintended outcomes.
We take a practical and proactive approach—helping clients address estate planning needs and integrate those decisions into their broader financial strategy.
Unlike many firms that simply raise the topic and move on, we help facilitate the estate planning process by providing access to third-party estate planning resources, coordinating key planning discussions, and helping ensure estate planning considerations remain aligned with your overall financial goals.
Through our relationship with wealth.com, clients have access to estate planning tools and resources designed to help them organize and create estate planning documents.
We do not provide legal advice or legal services, and clients should consult with a qualified attorney regarding their individual legal circumstances.
-
Estate planning is not a one-time event. As your life evolves, your plan should evolve with it.
We help clients review existing estate planning documents, beneficiary designations, and account ownership structures within the context of their broader financial plan. Our goal is to identify potential planning considerations, areas for discussion, and opportunities to coordinate with estate planning professionals when appropriate.
By incorporating estate planning into ongoing financial planning conversations, we help ensure your strategy continues to reflect your goals as circumstances change.
-
For many clients, the biggest barrier to estate planning is simply getting started.
Through our relationship with Wealth.com, clients have access to estate planning technology designed to help organize information and create estate planning documents. We help facilitate the process, answer questions about how estate planning decisions may impact broader financial goals, and coordinate planning discussions as needed.
We do not provide legal advice or legal services. Clients should consult with a qualified attorney regarding their individual legal circumstances and the preparation of legal documents.
-
Creating estate planning documents is only one step. Coordinating account ownership, beneficiary designations, and asset titling with an estate plan can be equally important.
We help clients review account registrations, beneficiary designations, and asset ownership structures to identify potential inconsistencies between their financial accounts and estate planning objectives. When appropriate, we coordinate with clients and their legal professionals to support implementation of recommended changes.
-
For clients in Oregon and Washington, estate tax planning can be an important consideration.
Both states have estate tax thresholds that are significantly lower than the federal exemption, which means some individuals and families may be exposed to state estate taxes without realizing it.
As part of the financial planning process, we help clients evaluate estate tax considerations and discuss potential planning strategies in coordination with their legal and tax professionals when appropriate.
-
For many of our clients, legacy extends beyond family.
We help clients evaluate charitable giving strategies that align with their values and broader financial goals. This may include discussing charitable giving during life or as part of an overall legacy plan, while considering the financial and tax implications of various approaches.
-
Planning for education is often a meaningful part of a broader legacy strategy.
We help clients evaluate education funding options and determine how those goals fit within their overall financial plan. This includes discussing available account types, funding strategies, and long-term planning considerations designed to support future generations while maintaining balance with other financial priorities.