tag:blogger.com,1999:blog-35868361800451559142011-07-28T17:51:36.065-07:00Portland Oregon wealth management - Lifelong Wealth Management Grouplifelongwealthmanagementnoreply@blogger.comBlogger31100tag:blogger.com,1999:blog-3586836180045155914.post-87207631219021528142009-10-30T06:15:00.000-07:002009-10-30T06:22:17.489-07:00<a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://www.lifelongwealthmanagement.com/estateplanning.aspx"><img style="margin: 0pt 10px 10px 0pt; float: left; cursor: pointer; width: 151px; height: 164px;" src="http://3.bp.blogspot.com/_abUQQBG6IpQ/SurnYdTF0lI/AAAAAAAAAAM/N8hJKtEnfRo/s400/Estate+Planning" alt="Portland Oregon Estate Planning" id="BLOGGER_PHOTO_ID_5398381510724538962" border="0" /></a><span style="font-weight: bold;">Estate Planning</span> - <span style="font-weight: bold;"><a href="http://www.lifelongwealthmanagement.com/estateplanning.aspx">Portland Oregon Estate Planning</a>, estate taxes, Real Estate Investment Trust, taxable estate Portland Oregon</span><br /><br />Proper <a href="http://www.lifelongwealthmanagement.com/estateplanning.aspx">estate planning</a> 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.<br /><br />A comprehensive estate plan covers a pleothra of financial segments that helps transfer of property at death, personal matters, and tax consequences.<br /><br />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:<br /><br /><ul><li><strong>Charitable Trust</strong></li><li><strong>Revocable Living Trust</strong></li><li><strong>Irrevocable Living Trust</strong></li><li><strong>Wills </strong></li></ul> Please contact us via <a href="mailto:stacie@lifelongwealthmanagement.com"><span class="hometext"><u>email</u></span></a> or call us at (971) 250-2030 for a FREE review of your current/new estate plan. <a href="http://www.lifelongwealthmanagement.com/estateplanning.aspx">http://www.lifelongwealthmanagement.com</a><br /><br /><div style="text-align: center;"><span style="color: rgb(192, 192, 192);font-size:78%;" >Tags: Portland Oregon Estate Planning, Portland Oregon estate taxes, Portland Oregon Real Estate Investment Trust, Portland Oregon taxable estate, Portland Oregon 1031, Portland Oregon 1031 Exchange, Portland Oregon 1035, Portland Oregon 1035 Exchange, Portland Oregon 401k rollovers, Portland Oregon 412i Plan, Portland Oregon active management, Portland Oregon Alternative investments, Portland Oregon annuities, Portland Oregon annuity, Portland Oregon bond manager, Portland Oregon Charitable Remainder Trust, Portland Oregon charity, Portland Oregon college savings plan</span><br /></div><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/3586836180045155914-8720763121902152814?l=portland-oregon-wealth-management.blogspot.com' alt='' /></div>lifelongwealthmanagementnoreply@blogger.com0tag:blogger.com,1999:blog-3586836180045155914.post-66438762875504061812009-10-29T06:14:00.000-07:002009-10-29T06:19:48.520-07:00<div class="banner"><div style="text-align: center;"> </div><div align="right"><div style="text-align: center;"><img style="width: 586px; height: 182px;" src="http://www.lifelongwealthmanagement.com/images/banner_resources.jpg" alt="Lifelong Wealth Management" /><br /></div><br /></div> </div><a href="http://www.lifelongwealthmanagement.com/resources.aspx">LifeLong Wealth management </a>believes an educated client is one that will make better decisions about their own personal finances. Thus, we provide several sections to understand a bit about the world of financial management.<br /><br />Please feel free to review these main categories:<br /><ul><li class="hometext"><a href="http://www.lifelongwealthmanagement.com/portfoliomanagement.aspx"><strong>Portfolio Management</strong></a></li><li class="hometext"><a href="http://www.lifelongwealthmanagement.com/retirement.aspx"><strong>Retirement</strong></a></li><li class="hometext"><a href="http://www.lifelongwealthmanagement.com/estateplanning.aspx"><strong>Estate Planning</strong></a></li><li class="hometext"><a href="http://www.lifelongwealthmanagement.com/collegesavings.aspx"><strong>College Savings</strong></a></li><li class="hometext"><a href="http://www.lifelongwealthmanagement.com/taxcenter.aspx"><strong>Tax Center</strong></a></li><li class="hometext"><a href="http://www.lifelongwealthmanagement.com/insuranceplanning.aspx"><strong>Insurance Planning</strong></a></li><li class="hometext"><a href="http://www.lifelongwealthmanagement.com/businessfinances.aspx"><strong>Business Finances</strong></a></li></ul><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/3586836180045155914-6643876287550406181?l=portland-oregon-wealth-management.blogspot.com' alt='' /></div>lifelongwealthmanagementnoreply@blogger.com0tag:blogger.com,1999:blog-3586836180045155914.post-61314490032985758382009-10-29T05:22:00.000-07:002009-10-29T05:23:32.013-07:00<div style="text-align: center;"><a href="http://www.lifelongwealthmanagement.com/"><img src="http://www.lifelongwealthmanagement.com/images/logo.gif" border="0" height="104" width="307" /></a><br /></div><br /><a href="http://www.lifelongwealthmanagement.com/"><span style="font-weight: bold;">Lifelong Wealth Management</span></a> is redefining the standards for integrated <a href="http://www.lifelongwealthmanagement.com/">professional wealth management services</a>. We differentiate our practice by integrating all financial segments into our clients' decision making matrix. Moreover, our collective team effort serves as stewards to steer you through this complicated and daunting financial marketplace.<br /><br />We strive to:<br /><br /> 1. Work extremely hard to understand our clients' motivations and financial situations<br /><br /> 2. Empower our clients with the financial control and understanding to make educated decisions<br /><br /> 3. Create lifelong clients by making customer service and relationships a priority, and not an afterthought.<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/3586836180045155914-6131449003298575838?l=portland-oregon-wealth-management.blogspot.com' alt='' /></div>lifelongwealthmanagementnoreply@blogger.com0