Estate Planning Simplified for Your Peace of Mind
Helping individuals and families protect their assets, minimize taxes, and ensure their wishes are carried out, providing clarity, security, and confidence for every stage of life.
Comprehensive Estate Planning Strategies
A truly effective estate plan addresses every major factor that impacts your legacy. Our approach includes:
Wills & Trusts : Provide clear asset instructions, avoid probate, maintain privacy, and control inheritance timing.
Powers of Attorney : Authorize trusted individuals to handle financial and healthcare decisions if you cannot.
Tax Planning : Reduce estate and inheritance taxes to pass more wealth to heirs or charities.
Healthcare Directives : Document medical treatment preferences for situations when you cannot speak.
Asset Protection : Safeguard property, investments, and businesses from risk, creditors, and disputes.
Charitable Giving : Support meaningful causes in a tax-efficient way for lasting impact.
Protect Your Legacy with Thoughtful Estate Planning
Estate planning creates a clear, legally sound strategy that reflects your values, protects your assets, and reduces stress for your loved ones. We align every financial, legal, and personal detail into one cohesive plan.
We create plans that protect your assets, honor your wishes, and guide your loved ones, from wills and trusts to tax strategies and healthcare choices.
Why Our Estate Planning Stands Out
Our promise to every client:
Peace of mind and family protection
Tax-smart strategies to reduce costs
Tailored solutions for unique goals
Ongoing support with regular reviews
Adaptability to changing life situations
Simple pricing with no surprises.
Our annual wealth management fee is all-inclusive of our services.
No hidden fees. No hourly fees. No surprises.
| Fee* | Investment Assets |
|---|---|
| 0.90% | $0 - $1,000,000 |
| 0.80% | $1,000,000 - $2,000,000 |
| 0.70% | $2,000,000 - $3,000,000 |
| 0.60% | $3,000,000 - $4,000,000 |
| 0.50% | $4,000,000 - $5,000,000 |
*$12,000 minimum annual fee
FAQs about
Estate Planning
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Start as early as possible to maximize control, minimize taxes, and adapt over time. It’s never too late, even after retirement.
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Costs depend on complexity. Simple wills are affordable, while full plans with trusts and tax strategies require more investment. Estimates are provided after consultation.
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Often, yes. A will records your wishes, while a trust avoids probate, maintains privacy, and sets specific asset distribution terms.
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Yes. Strategies like charitable giving, lifetime gifting, and trusts can significantly lower estate and inheritance taxes.
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Review every 3–5 years or after major life events like marriage, divorce, births, deaths, or significant asset changes.
Planning for Peace of Mind
Estate planning is more than a legal process. At its heart, it’s about creating security, clarity, and confidence for you and your loved ones.
We work closely with you to make every step simple and understandable, easing uncertainty and ensuring your legacy is protected for the years ahead. With the right plan in place, you can feel assured that what matters most is safeguarded now and in the future.
Four Steps to Lifelong Confidence
Our estate planning is clear, efficient, and tailored to your unique needs through a structured approach.
1
Discovery
Understand your assets, goals, and existing documents to identify gaps.
Design
Create a customized plan with wills, trusts, tax strategies, and healthcare directives.
2
Implementation
Prepare and execute documents with coordination from trusted advisors.
3
Ongoing Review
Regularly adjust your plan as laws and life circumstances change.
4
Success Story
No Child Left Behind: Planning for Blended Families
Dr. Mike came to us with a concern many blended families face: how to ensure all his children receive equal inheritances. As a successful physician with significant investments and real estate, he worried that without proper planning, his two adult children from his first marriage might be left out when assets eventually pass to his new wife and baby.
We used our sophisticated financial planning tools to model exactly how his liquid investments and real estate would flow to each child. Working closely with his estate attorney, we mapped out the necessary documents and beneficiary structures to achieve his distribution goals.
Today, Mike has complete peace of mind knowing that all three of his children—regardless of which marriage they came from—will be equally provided for. That's the power of thoughtful, comprehensive planning.
Delaying Puts Your Legacy at Risk. Planning Protects It.
Delaying your estate plan risks missed opportunities. Acting now gives you greater control over:
Protecting your assets
Reducing tax burdens
Ensuring your wishes are honored
Providing clarity for your loved ones
The Right Time to Start Is Now!
Procrastination in estate planning can limit options, raise taxes, and add stress for your family.No matter your age or stage of life, now is the time to create or update your plan.
Nationwide solutions with a local feel.
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Forest Grove
Hillsboro
Lake Oswego
Oregon City
Portland
Sherwood
Tigard
Tualatin
Wilsonville
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Vancouver, WA
Camas, WA
Seattle, WA
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New York, NY
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Chicago, IL
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San Diego, CA
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Dallas, TX
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Atlanta, GA
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Charlotte, NC