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TOP 30 Estate and legacy planning in Oregon
35 results found
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Legacy Preservation Law
Legacy Preservation Law is a reputable law firm located in Portland, Oregon, United States. Specializing in estate planning and probate law, our experienced lawyers are dedicated to helping individuals protect and preserve their legacies for future generations. Whether you need assistance with drafting a will, creating a trust, or navigating the probate process, our team is here to provide expert legal guidance and support. Visit us at 4915 Northeast 42nd Avenue to learn more about how Legacy Preservation Law can help you secure your family's future.
NW Estate Law, LLC Estate Planning & Elder Law Firm
NW Estate Law, LLC is a premier Estate Planning & Elder Law Firm located in Beaverton, Oregon. Our team of experienced lawyers specializes in creating legal strategies for wills, trusts, powers of attorney, and health care documents. We also focus on elder law to meet the needs of families and individuals as they age. Asset protection planning is essential in safeguarding your assets for the future, and our firm can help make prudent decisions to protect what you've worked hard to earn. We also offer services in business formation, employment agreements, contracts, and succession planning.
NW Legacy Law, P.S.
NW Legacy Law, P.S. is a reputable law firm located in Portland, Oregon. Specializing in estate planning, probate, and elder law, our experienced team of lawyers is dedicated to providing personalized legal services to help clients protect their assets and ensure their wishes are carried out. Located at 650 Northeast Holladay Street, NW Legacy Law, P.S. is committed to helping individuals and families navigate complex legal matters with compassion and expertise. Contact us today to schedule a consultation and secure your legacy for future generations.
Brooks Estate Law
Brooks Estate Law is a reputable law firm located at 9755 Southwest Barnes Road in Portland, Oregon. Specializing in estate planning and probate law, our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of wills, trusts, and estate administration. With a commitment to providing personalized and compassionate legal services, Brooks Estate Law strives to ensure that our clients' final wishes are carried out smoothly and efficiently. Contact us today to schedule a consultation and protect your legacy for future generations.
Eugene Estate Planning Attorney
Eugene Estate Planning Attorney is a highly reputable law firm located at 66 Country Club Road in Eugene, Oregon, United States. Specializing in estate planning, our team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable attorneys are here to provide personalized guidance and support. Trust Eugene Estate Planning Attorney to help you secure your legacy and plan for the future.
Cascadia Estate Planning
Cascadia Estate Planning, located at 626 B Street, Springfield, Oregon, United States, is a trusted institution offering comprehensive estate planning services. Whether you choose Trust-Based Estate Planning to manage assets through a trust or Will-based estate planning to distribute assets among beneficiaries, our team is here to help you protect your legacy and plan for the future. Our founder, Joel, is dedicated to preventing the tragedies he witnessed within his own family by ensuring that your voice lives on through a carefully considered estate plan. With a background in estate planning and tax law, Joel and his team at Cascadia Estate Planning are committed to providing personalized services to help you navigate estate administration and probate cases.
Legacy Estate Planning LLC
Legacy Estate Planning LLC is a reputable law firm located at 2083 Southwest Ford Street in Grants Pass, Oregon. Specializing in estate planning, the experienced lawyers at this institution provide comprehensive services to help clients protect their assets and ensure their wishes are carried out. With a focus on creating personalized plans tailored to each individual's unique needs, Legacy Estate Planning LLC is dedicated to helping clients secure their legacy for future generations. Contact them today to discuss your estate planning needs.
Estate Planning Group
The Estate Planning Group is a team of experienced lawyers located at 1541 Northeast F Street in Grants Pass, Oregon, United States. Specializing in estate planning, our institution offers comprehensive legal services to help individuals and families protect their assets and ensure their wishes are carried out. With a focus on personalized attention and expertise in estate law, our team is dedicated to guiding clients through the complexities of planning for the future. Contact us today to schedule a consultation and start securing your legacy.
Willamette Legacy Law
Willamette Legacy Law, located in Salem, Oregon, is committed to preserving legacies and securing futures through thoughtful estate planning. Our experienced legal counsel specializes in estate planning, trusts, wills, and probate, guiding you through life's transitions with professionalism and compassion. We empower you to shape your legacy according to your wishes, ensuring that your directives are crystal clear and reflective of your unique vision. Our firm offers personalized legal solutions in estate planning and probate, serving as your trusted allies in securing a lasting legacy. Client testimonials praise our attorney, Stephanie Palmblad, for her professionalism, thoughtfulness, and care in navigating the complexities of estate law. Protect your family's future with Willamette Legacy Law—schedule your consultation today.
Mt Hood Town Hall
Mt Hood Town Hall, located at 6575 Oregon 35 in Mount Hood, Oregon, is a historic institution that has been serving the Upper Valley community for over 110 years. This beautifully restored building is a hub for community gatherings, children's activities, learning opportunities, and connections. By joining classes or workshops, attending events, or getting involved in the preservation efforts, you can help shape the future of Mt Hood Town Hall. Consider including the Mt Hood Towne Hall Assoc. in your estate planning to support the sustainability of this historic treasure. Honoring our history, creating community, and leaving a legacy are at the core of what we do at Mt Hood Town Hall.
Cordant Wealth Partners
Cordant Wealth Partners is a finance institution located in the heart of Portland, Oregon. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. With a focus on transparency, integrity, and client satisfaction, Cordant Wealth Partners is committed to providing top-notch financial guidance to our clients. Visit us at 1211 Southwest 5th Avenue to learn more about how we can help you secure your financial future.
New York Life
New York Life, located at 624 Fleet Street in Brookings, Oregon, is a reputable insurance agency offering permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to suit individual needs and budgets, with the ability to invest policy cash values in the market. They provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. The institution also offers bundled investments with low fees, college savings options, and income streams with additional earnings potential. Their expert guidance helps clients create investment strategies, plan for future financial needs, and set up estate plans to protect legacies. New York Life provides insurance solutions for employees, executives, business owners, and more, ensuring small businesses thrive.
Myatt & Bell, P.C.
Myatt & Bell, P.C. is a trusted law firm located at 7650 Southwest Beveland Street in Portland, Oregon. Specializing in estate planning and probate services, our team is dedicated to customizing solutions that meet the unique needs of each family we serve. With a legacy dating back to 1960, we have extensive experience in drafting wills and trusts for multi-generational clients, businesses, and estates. Our mission is to build, strengthen, preserve, and protect families across generations. We understand the importance of planning for the future and navigating difficult transitions with compassion and expertise. Our diverse team of legal professionals is committed to providing high-quality services and support to our clients.
Wool Landon®
Wool Landon® is a trusted law firm located at 7540 Southwest Hermoso Way in Tigard, Oregon, United States. For over three decades, we have been compassionately assisting families with estate and disability planning, estate administration, and estate-related disputes. Our experienced legal team is dedicated to providing personalized guidance to help you navigate the complexities of estate planning and secure your legacy. With a focus on strategic estate planning, we understand that each individual and family requires a customized plan tailored to their unique situation. Whether you are looking to develop an initial estate plan or update existing documents, we offer thoughtful guidance at every stage of the process. In cases where disputes arise, our team is prepared to advocate on your behalf in court, representing parties in will contests, trust disputes, elder abuse litigation, and more.
Pariani, Pray, & Villella
Pariani, Pray, & Villella is an institution located in Tigard, Oregon, providing accounting, finance, and legal services. Specializing in values-based estate planning, the firm aims to create plans that reflect clients' wishes, values, and goals. With a client-centered approach to estate administration, the attorneys offer clear instruction and communication during the probate or trust administration process. Kimberly Pray continues the firm's legacy with the help of exceptional support staff, ensuring clients receive the care and attention they deserve. Serving the Portland metro area, the institution is conveniently located in the King City Professional Center, offering free parking and easy access.
Schilling Law Firm
Schilling Law Firm, located at 550 South Main Street in Lebanon, Oregon, is a trusted institution specializing in estate planning, probate, and property law. Whether you are looking to create a will, establish a trust, start a business, or simply organize your affairs, our experienced team is dedicated to providing you with customized options to achieve your goals. We understand that planning for the future can be overwhelming, which is why we are committed to listening to your needs and goals in order to tailor a plan specifically for you. Whether you have a simple estate or a more complex taxable estate, we have the expertise to help you navigate the legal process and ensure your wishes are carried out effectively.
Willamette Elder Law
Willamette Elder Law, located at 3855 River Road North in Keizer, Oregon, is a law institution dedicated to helping individuals plan for the future and protect their loved ones. Whether blood relatives, legal connections, or chosen family, Willamette Elder Law believes in the importance of caring for those we hold dear. The team at Willamette Elder Law specializes in crafting comprehensive estate plans that empower families to make decisions and provide care in times of need. By creating a well-thought-out estate plan, individuals can ensure that their wishes are carried out and their loved ones are supported during difficult times.
Montalban Trina
Montalban Trina is a full service estate planning firm located at 4664 Southeast King Road in Portland, Oregon. Specializing in estate planning, estate administration, and various legal services related to trusts, guardianships, and elder law, Attorney Trina Montalban works closely with clients of all ages to protect their assets and establish legacies for their families. Whether you are planning your own estate or dealing with a loved one's incapacity or estate administration, Montalban Trina will provide support and guidance through the complexities of Oregon law.
Colin P. Mackenzie, Attorney at Law
Colin P. Mackenzie, Attorney at Law, located at 4511 Southeast 63rd Avenue in Portland, Oregon, is dedicated to helping clients with estate planning, business law, and probate matters. With a focus on preserving assets, creating legacies, and making important health care decisions, Mr. Mackenzie works closely with clients of all ages to develop personalized plans that meet their specific needs. From basic wills to advanced estate and tax trust planning, he provides a holistic approach to address each client's financial, family, and philanthropic goals. In times of loss, Mr. Mackenzie assists personal representatives with navigating the probate process, ensuring that assets are properly administered and distributed. For those with trusts in place, he offers guidance on trust administration to fulfill the wishes of the trust creator. Additionally, Mr. Mackenzie provides counsel on business matters, helping clients make informed decisions that impact tax liability, personal liability, and business management.
Law Office of Sara K. Yen, PC
The Law Office of Sara K. Yen, PC, located at 5200 Meadows Road in Lake Oswego, Oregon, is your go-to destination for all your legal needs. Sara Yen, a skilled attorney with a Master of Laws (LL.M.) in Taxation from the University of Washington School of Law, is ready to guide you through the complexities of estate planning, probate and trust administration, special needs planning, guardianship, and conservatorship. With a Juris Doctor (J.D.) from Boston College Law School and a Bachelor’s Degree in French from Portland State University, Sara is well-equipped to help you secure your future legacy. Embark on a journey with Sara as your trusted mentor, crafting the perfect legal strategy tailored to your financial goals. Sara believes in making the legal process relatable and easy to understand, empowering you to make informed decisions like a pro. Whether you need assistance with estate planning or special needs planning, Sara is here to help you conquer the legal landscape and secure a legacy fit for a hero.
Oregon Legal Wills
Oregon Legal Wills is a trusted institution located at 3545 Portland Road Northeast in Salem, Oregon, United States. We specialize in providing expert legal guidance and assistance in creating wills and estate planning documents. Our experienced team of professionals is dedicated to helping clients navigate the complexities of estate planning in order to ensure their wishes are carried out effectively. With a focus on personalized service and attention to detail, Oregon Legal Wills is committed to helping individuals and families protect their assets and secure their legacies for future generations. Contact us today to learn more about our services and how we can assist you with your estate planning needs.
Law Office of Elizabeth M. Jessop
The Law Office of Elizabeth M. Jessop is a trusted institution located at 205 Southeast Spokane Street in Portland, Oregon. Specializing in estate planning, Elizabeth M. Jessop and her team are dedicated to helping clients navigate the process of creating wills, trusts, and estate plans. They understand that these decisions can be overwhelming, but offer expert guidance to ensure that your loved ones and assets are protected in the future. If you already have a will or estate plan, the team at the Law Office of Elizabeth M. Jessop can assist with updates and revisions to accommodate any changes in circumstances. Don't wait to secure your legacy - contact them today for personalized and professional legal services.
Foster & Associates Inc
Foster & Associates Inc is a reputable finance and insurance agency located at 25195 Southwest Parkway Avenue in Wilsonville, Oregon, United States. With a team of experienced professionals, we offer a wide range of financial services and insurance products to meet the diverse needs of our clients. Our commitment to providing personalized and comprehensive solutions sets us apart in the industry. Contact us today to learn more about how we can help you achieve your financial goals and protect what matters most to you.
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading financial institution located at 8050 Southwest Pfaffle Street in Tigard, Oregon, United States. Specializing in comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment strategies. With a commitment to personalized service and a focus on long-term success, Mariner Wealth Advisors is trusted by individuals, families, and businesses alike to provide tailored solutions that meet their unique financial goals. Contact us today to learn more about how we can help you secure your financial future.
Werner Financial Group
Werner Financial Group, located at 696 McVey Avenue in Lake Oswego, Oregon, is a finance institution dedicated to helping clients grow and preserve their wealth. Specializing in investment management and estate planning services, we work with companies, individuals, and family trusts to provide personalized guidance and advice. As clients reach retirement age, our focus shifts to ensuring their assets are preserved and properly allocated for their retirement income needs. We also offer estate planning and wealth transfer services to help clients plan for their family's legacy. Please note that our services are available to residents in select states only. Securities and advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. Visit our website to learn more about our investment professionals and services.
Living Tree Financial Consulting
Living Tree Financial Consulting, located at 3550 Liberty Road South in Salem, Oregon, offers comprehensive financial and investment planning services to help you secure a beautiful tomorrow. Our experienced professionals work with you to create custom strategies tailored to your specific financial goals, whether it's retirement planning, saving for college, or ensuring financial security for your loved ones. As a finance institution, we provide advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC, to residents of select states. Fixed insurance services are also available through Stefani Iverson.
The Gescher Herber Group at TRUE Private Wealth Advisors
The Gescher Herber Group at TRUE Private Wealth Advisors is a renowned finance institution located at 1781 Liberty Street Southeast in Salem, Oregon, United States. With a team of experienced professionals, they provide expert financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Gescher Herber Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you make informed financial decisions.
Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16037 Southwest Upper Boones Ferry Road, Portland, Oregon, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution aims to provide comprehensive financial planning and wealth management services to individuals and businesses, with a focus on ethical and professional standards. Erin Dwyer is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and integrity.
Raymond James Financial Services
Raymond James Financial Services is a prominent finance institution located at 5440 Southwest Westgate Drive in Portland, Oregon, United States. With a strong reputation in the industry, Raymond James offers a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.
Pave Advisory Team - Ameriprise Financial Services, LLC
Pave Advisory Team - Ameriprise Financial Services, LLC is a finance institution located at 600 Northwest Naito Parkway in Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device securely. The institution provides a complimentary initial consultation to get started. They offer seminars on various financial topics and are named one of the Most Trusted Wealth Management Companies. Ameriprise Financial advisors are registered in certain U.S. states. The institution emphasizes one-to-one financial advice and exceptional client service. They cannot guarantee future financial results. Users agree to the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the team will reach out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
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