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 Portland, OR, and surrounding cities with us today!
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 Portland, Oregon . Our experienced staff will provide comprehensive services that exceed your expectations.
As your estate financial planner in Portland, OR, 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.
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
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:
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 Portland.
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.
Our Portland estate planning services are ideal for:
We highly recommend estate planning in Portland, 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.
If you’re married and have kids, we highly recommend setting up an estate plan to provide for your spouse and any minor children.
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:
Here is why our clients in Oregon and adjoining cities choose us.
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.
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.
We approach each client’s situation with utmost care and attention to detail. Whether you’re looking for help with:
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.
We respond promptly to emails, phone calls, and text messages, when managing your estate and handling your financial matters.
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.