Estate Planning in Hillsboro, OR
Serving Hillsboro residents, we guide the estate planning process with personalized strategies that help protect your assets, minimize Oregon and federal tax exposure, and ensure your legacy reflects your values. Our team offers thoughtful guidance and clarity, so your wealth, wishes, and loved ones are cared for at every stage of life.
Essential Estate Planning Solutions for Beaverton Families
A truly effective estate plan considers every factor that impacts your legacy. For Hillsboro families, professionals, and business owners, our approach is built to deliver clarity, tax efficiency, and lasting protection, ensuring your wealth and wishes are honored for generations.
Wills & Trusts: Provide clear instructions for asset distribution, avoid Oregon probate, maintain privacy, and control inheritance timing.
Powers of Attorney: Authorize trusted individuals to manage financial and healthcare decisions if you are unable to do so.
Tax Planning: Reduce Oregon estate and inheritance taxes to pass more wealth to heirs, beneficiaries, or charitable causes.
Healthcare Directives: Document medical treatment preferences so your wishes are respected, even if you cannot speak for yourself.
Asset Protection: Safeguard property, retirement accounts, and investments from risk, creditors, and disputes.
Charitable Giving: Support meaningful causes in a tax-efficient way, leaving a legacy that reflects your values.
Safeguard Your Legacy with Trusted Estate Planning
Estate planning in Hillsboro is about more than passing down assets. It’s about protecting what you’ve built, honoring your wishes, and easing the burden for those you love. With thoughtful planning, you can create peace of mind today while ensuring a secure financial future for your family tomorrow.
While North Ridge Wealth Advisors does not draft estate plan documents or provide legal representation, our advisors help you clarify your goals, align financial and investment strategies with estate considerations, and connect you with trusted Oregon estate planning attorneys when needed.
Why Our Estate Planning Stands Out
Our promise to every client in Hillsboro is simple: personalized estate planning that protects your family, minimizes taxes, and evolves as your life changes. We combine fiduciary expertise with a client-first approach, offering clear guidance, ongoing partnership, and lasting peace of mind for you and your loved ones.
Peace of Mind & Family Protection
Tax-Smart Strategies to Reduce Costs
Tailored Solutions for Unique Goals
Ongoing Support with Regular Reviews
Adaptability to Life Transitions
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
in Hillsboro
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A will directs how your assets are distributed, but it usually goes through probate, which can be time-consuming and public. A revocable living trust allows your assets to pass to beneficiaries privately and efficiently, often avoiding probate entirely. Many Hillsboro families use both as part of a complete plan.
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Oregon has a state estate tax that applies to estates worth over $1 million, which is much lower than the federal exemption. Strategic planning, such as trusts, charitable giving, and lifetime gifts, can help reduce or eliminate that tax burden for your heirs.
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It’s best to start as soon as you have dependents, property, or investments. Major life events, like marriage, buying a home, or starting a business, also make it essential to create or update your plan. Estate planning isn’t only for retirees. It’s about protecting your loved ones at every stage.
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For business owners, estate planning can ensure a smooth ownership transition, protect business assets from personal liabilities, and help reduce taxes. Tools like buy-sell agreements and succession plans can safeguard your company’s future and your family’s financial security.
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Estate planning focuses on how your assets are managed, taxed, and transferred, while financial planning focuses on growing and managing your wealth during your lifetime. Together, they create a holistic approach to building and protecting your financial legacy.
Creating Clarity for Lasting Peace of Mind
Estate planning is more than just preparing documents. It’s about protecting your future, preserving your wealth, and providing peace of mind for your family in Hillsboro, OR. Our goal is to bring clarity and confidence to every financial and legacy decision you make.
We partner with you to simplify each step of the process, reduce uncertainty, and ensure your legacy remains protected for generations. With the right estate plan in place, you can feel confident that what matters most, your loved ones, your values, and your assets, are safeguarded today 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.
Waiting Risks Your Legacy . Planning Secures Your Future.
Postponing your estate plan can lead to unnecessary costs, legal hurdles, and stress for your family. Acting today gives you more control and ensures your wishes are honored under Oregon law.
Protect your assets and property
Reduce Oregon estate tax burdens
Ensure your healthcare and legacy wishes are honored
Provide lasting clarity and peace of mind 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.