Estate Planning Financial Advisor in Oregon

Customized Estate Planning That Reflects Your Individuality
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Estate Planning in Portland, Oregon

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 financial planning

Mortgage Calculator

Estimate your mortgage payments and potential financial obligations, offering a preliminary understanding of your estate’s dynamics. Yet, remember that successful estate planning involves more than just numbers.

Collaborate with our adept tax planners and wealth advisors to ensure meticulous and accurate estate planning tailored to your specific needs. Your financial security and peace of mind are our priorities. Initiate your comprehensive estate planning journey today.

Why People Hire Us

Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
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Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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Business Owner Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning — in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Tax Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Social Security Planning
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
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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

portland estate planning

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


tax estate and financial planning for the elderly

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.

Weatlh 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.

financial estate planning

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.


Portland estate planning services

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.

Our Tactical Approach

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.

Frequently Asked Questions

What is estate planning?

In estate planning, you plan the distribution of your estates in case you die or are incapacitated. It helps ensure your assets go to the people, charities, and organizations that are important to you. .

Why should you do estate planning?

Planning your estate makes certain that your wishes are followed even if something were to happen to you, avoiding probate court.

Is it worth hiring a financial advisor for estate planning consultancy?

Absolutely! Hiring a financial advisor for estate planning can help you understand in-depth the options available for your estate planning needs. In addition, our advisors will work with you one-on-one to provide personalized advice based on your situation and needs.

How can Interactive Wealth Advisors help?

Interactive Wealth will guide you through the estate planning process. We provide clarity around your financial situation, helping you create a tailored plan and empowering you to make informed decisions about your future. We keep things simple so that you can focus on what matters most — enjoying life.

How much does it cost?

We offer pricing packages based on several factors, including the size of the estate, the complexity of assets, the number of beneficiaries, marital status, children’s ages, and many more.
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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