Estate Planning
Estate planning should be as unique as the person it serves, reflecting their individuality. That’s why at Interactive Wealth Advisors, we focus on customizing our clients’ estate plans so it matches their financial plans.
We will help you draft a unique plan that secures your legacy. Start the journey to designing your perfect estate planning in Oregon with us today!
How Can We Help?
At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets. Whether creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.
We also offer specialized services for those looking to protect or pass on their assets as a fiduciary in Oregon . Our experienced staff will provide comprehensive services that exceed your expectations.
Estate Planning
As your estate financial planner in Oregon, we can help you understand how your current assets will be distributed upon death and how they can be used to minimize your taxes or reduce probate costs.
Trust Administration
We assist with matters related to trustee duties, beneficiary rights, and other administration issues. In addition, our advisors will educate you and your trust team on effective estate management strategies to maximize your benefit.
We have experience handling all types of trusts. We’ll help you determine what type of trust best suits your needs and objectives so that you can protect yourself and your loved ones now and into the future
Estate Tax Planning
Your estate tax is levied on the value of your assets at death, and it can be a significant expense for those you don’t plan ahead. We can help you:
- Take action that reduces or eliminates the estate tax burden.
- Undertake tax estate and financial planning for the elderly
- Identify potential tax savings strategies
Retirement Planning
Retirement planning is a process aimed at saving enough money for retirement. We help you develop strategies to help you fully achieve your retirement goals, holding your hand each step of your retirement planning in Oregon.
Wealth Management
We help you determine how best to invest for maximum growth. As your financial planner, we’ll ensure you’re on track with estate planning and financial planning, helping you achieve your life goals.
Best Practices For Estate Planning
Financial situation
We consider your current assets, liabilities, and major upcoming expenses such as college tuition, factoring in how they might change over time.
Goals and objectives
We help you establish the kind of legacy you want to leave, then develop strategies based on your unique situation.
Family dynamics
Family dynamics are integral in estate planning. For instance, if you have children from a previous marriage(s) , we will help you plan to make sure everyone receives their fair share in accordance with your wishes upon your death.
The number of assets you own (real property, bank accounts, investments)
As your investment management consultant., we consider your cash and investment accounts. We also need to know your current net worth as it affects how much life insurance coverage you may need to purchase.
Our Process
Step One: We get to know you and your family.
We get to know your family to understand their needs so that they are well taken care of if something happens to you.
Step Two: We review your current situation.
We review your net worth and your sources of income. Additionally, we determine how much money will be needed for your future expenses, including but not limited to housing and medical expenses.
Step Three: We develop a customized plan based on your goals and current situation.
The plan will include who will receive your assets when you pass on and who will make financial decisions on behalf of any minor children.
Step Four: We update any beneficiary designations.
We help you update – add or remove – beneficiary designations on your accounts.
Step Five: We work with your attorney
We work with your attorney to ensure that everything is properly documented according to state laws.
Who Is It For?
Our estate planning services are ideal for:
Elderly People
We highly recommend estate planning in Oregon for people who are over 60 years. This will ensure your assets are properly protected so your spouse and family members receive their share of the family’s assets.
Younger Couples
If you’re married and have kids, we highly recommend setting up an estate plan to provide for your spouse and any minor children.
Single Men & Women
If you’re single without children, it’s also a good idea to have an estate plan so that everything goes smoothly when you die.
We also recommend estate planning for:
- High-net-worth individuals or families requiring sudden wealth protection or have accumulated substantial wealth through the years.
- Retirees over age 65 with no children from a previous marriage or relationship (if they don’t want to leave anything to their spouse).
- People who have children with special needs, such as those with autism or Down syndrome.
- People whose spouses have been diagnosed with Alzheimer’s disease or dementia.
- As a form of investing for small business owners and executives with children from a previous marriage or relationship or who want to pass on their ownership to their heirs
Why Choose Us?
Here is why our clients in Oregon choose us.
Estate planning tailored for you
As your estate planning financial advisor, we can help you create a comprehensive plan to protect your family, business, and assets. We are a team of dedicated professionals who believe every client has unique needs and will develop an estate plan tailored to your goals.
Extensive experience & knowledge
Our expertise allows us to guide you through the entire process while working hand in hand with your attorney, from drafting to the implementation stage.
Care & attention to detail
We approach each client’s situation with utmost care and attention to detail. Whether you’re looking for help with:
- Wills, trusts, and other probate documents
- Fiduciary estate planning strategies and beneficiary designations
- Probate avoidance techniques such as gifting and charitable giving
We are a fee-only financial estate planning firm
We don’t charge commissions and have no hidden fees. You pay only for the advice you need. As a fiduciary, we are looking out for your best interests with objective advice.
Exceptional customer service
We respond promptly to emails, phone calls, and text messages, when managing your estate and handling your financial matters.
Free consultation
We offer free consultations for new clients. This allows us to sit down with each client and explain how our services work so they can make an informed decision on the services they need.
