Estate Planning - Portland Oregon Estate Planning, estate taxes, Real Estate Investment Trust, taxable estate Portland OregonProper estate planning allows for continuity of one's income and lifestyle while transferring wealth from one generation to another or to a charity should that be a client's inclination. 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.
A comprehensive estate plan covers a pleothra 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
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