TOP 30 Portland estate planning in Lake Oswego, Oregon

11 results found

Victory Financial Planning is a Registered Investment Advisor located in Tigard, Oregon. Our mission is to prioritize our clients' needs and provide warm, insightful guidance for their financial future. Our experienced and Accredited Investment Fiduciary team is dedicated to creating personalized portfolios aligned with your goals and risk tolerance. We believe in building long-term relationships with our clients, offering ongoing support and adjustments as life evolves. Our founder, Mary Moose, understands the unique financial concerns of women and provides personalized advice from an intimate perspective. With over 24 years of experience, we offer a range of services including retirement planning, investment strategies, tax planning, and estate coaching. As a Fiduciary Standard firm, we prioritize transparency and always act in the best interest of our clients.

Lexemy Law, LLC is a law institution located at 5200 Southwest Meadows Drive, Lake Oswego, Oregon, United States. Specializing in immigration, special needs planning, and estate planning, Lexemy Law, LLC offers compassionate and experienced legal services in Lake Oswego and Portland, OR. Attorney Alexandra Cook, with over 15 years of experience, understands the complexities of these legal matters and provides personalized guidance for each client. Whether you are facing immigration issues, planning for the future of a special needs child, or considering estate planning options, Lexemy Law, LLC is dedicated to providing attentive and comprehensive legal support. With a focus on attention to detail and a deep understanding of the impact of these legal matters on your life, Lexemy Law, LLC is committed to helping clients navigate through difficult decisions with care and expertise. Please note that the information on this website is for general information purposes only and does not constitute legal advice.

The DuBoff Law Group, located at 6665 Southwest Hampton Street in Portland, Oregon, is a team of experienced business law attorneys. With a focus on intellectual property, estate planning, corporate law, and complex business litigation, our attorneys are dedicated to meeting the legal needs of our clients. We offer services such as conflict resolution and arbitration, and our lawyers are known for lecturing on various legal topics worldwide. Established in 2014, the DuBoff Law Group, PC™ is led by Leonard DuBoff, a respected author and former law professor, and Christy King, a co-author of numerous legal publications. With over 50 years of combined experience, our firm provides top-notch service at reasonable fees. Clients have the ability to communicate directly with their attorney, ensuring personalized attention to their legal matters.

Miller Law, LLC is a reputable law firm located at 10260 Southwest Greenburg Road in Portland, Oregon, United States. With a team of experienced attorneys, Miller Law provides legal services to clients throughout the entire State of Oregon. Whether you are in Portland, Clackamas, West Linn, Lake Oswego, or any other city in Oregon, Miller Law is here to help. Specializing in various areas of law, including personal injury, family law, and estate planning, Miller Law is dedicated to providing top-notch legal representation to clients in need. Contact Miller Law at (503) 347-8417, (503) 644-1965, or (541) 215-7920 for a consultation today.

Pacific Cascade Legal, located at 9320 Southwest Barbur Boulevard in Portland, Oregon, is a team of dedicated lawyers focused on finding the best outcomes for families in need. Serving the Portland, Salem, Eugene, Oregon City, Bend, Beaverton, Lake Oswego, Tualatin, Vancouver, and Tacoma areas, our attorneys are committed to providing support in divorce, family law, estate planning, bankruptcy, and personal injury cases. With a reputation for talented advocacy and exceptional service, Pacific Cascade Legal has received accolades such as Oregon Super Lawyers®, perfect 10.0 Superb Avvo Ratings, and the Avvo Clients’ Choice Award. Our team of homegrown attorneys understands the personal and legal challenges you may face, and we are here to help you navigate through them towards a more positive future.

Draneas & Huglin, located at 4949 Meadows Road in Lake Oswego, Oregon, is a highly respected law firm with a strong focus on estate planning, taxation, business formation, real estate, and more. With a team of experienced attorneys, including John Draneas, Mark L. Huglin, Darin Dooley, and Robert S. Perkins, the firm provides practical and sound legal advice in a variety of areas. From developing estate plans to representing victims of elder abuse, Draneas & Huglin offers comprehensive legal services to clients in the greater Portland metropolitan area and throughout Oregon. Whether you need assistance with business formation, tax planning, or insurance plans for avid car collectors, the attorneys at Draneas & Huglin have the knowledge and experience to help you navigate the complexities of the legal system. Trust Draneas & Huglin to provide expert guidance and representation for all your legal needs.

Pacific Northwest Probate, LLC is a legal institution located at 8865 Southwest Center Street in Tigard, Oregon. As a team of experienced lawyers, we understand the challenges that come with the loss of a loved one and are here to support you through the probate process. Our goal is to help you focus on what matters most during this difficult time, without feeling overwhelmed by the legal complexities. At Pacific Northwest Probate, we specialize in probate and estate planning services, serving clients in Multnomah, Washington, Clackamas, and other counties in Oregon. Whether you are looking to learn more about the probate process, understand how prior planning can benefit your family, or are ready to take the next step, our team is here to guide you every step of the way.

Pacific Cascade Legal, located at 494 State Street in Salem, Oregon, is a team of dedicated and experienced lawyers whose sole focus is to find the best outcome for you and your family. Serving the Portland, Salem, Eugene, Oregon City, Bend, Beaverton, Lake Oswego, Tualatin, Vancouver, and Tacoma areas, we are committed to giving back to the community and providing top-notch legal services. Our homegrown attorneys understand the personal and legal challenges you may be facing, whether in divorce, family law, estate planning, bankruptcy, or personal injury cases. We strive to clearly explain your rights, protect your interests, and help you move towards a positive future. With a reputation for results-oriented advocacy and numerous accolades, including Oregon Super Lawyers® recognition, we are here to provide exceptional service and counsel to clients in Oregon and Washington.

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.

Carson Wealth, located at 4949 Meadows Road in Lake Oswego, Oregon, is a finance institution that offers a personalized approach to uncovering your true wealth through their "Wealth Designed. Life Defined." approach. Their team of financial advisors serves Lake Oswego, Portland, and surrounding areas with easy-to-understand financial advice, including portfolio management, financial planning, risk management, estate planning, and tax planning. With a focus on helping your wealth reach a higher purpose, Carson Wealth also provides guidance on managing family finances in today's rapidly evolving economic landscape. They have received prestigious awards such as Forbes Best-in-State Wealth Advisor and have been recognized for their innovative contributions to the industry. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided by CWM, LLC. For more information on Carson Wealth and their advisors, visit their website or consult the appropriate regulatory agencies.

Aldrich CPAs Advisors is a renowned accounting and finance institution located at 5665 Meadows Road in Lake Oswego, Oregon, United States. Serving clients throughout the Willamette Valley and Portland metro for over 30 years, our office was established by Mark Birge with a focus on estate and tax planning. As the largest Oregon-headquartered accounting firm, we are deeply rooted in our regional community. Our Portland location is dedicated to investing in the community and has been recognized as one of the Top Money Management Firms by the Portland Business Journal. We are proud to be consistently ranked as a Top Accounting Firm and a Most Admired Company.