Legacy planning aims to help you organize your assets to ensure they are distributed to your next of kin as you deem fit when you pass on.
Legacy planning solutions have numerous benefits, including:
We are a financial management firm with deep-level expertise in legacy wealth planning, which we leverage to elevate your future financial well-being. We offer thoughtful advice and will put smart structures in place to protect what you have toiled hard for over the years.
The services we offer include:
As a company or family wealth owner, you cannot be certain that future generations will uphold your legacy. Wealthy individuals cannot also be sure that their assets will be transferred dispute-free or whether their next of kin will adequately manage what they leave behind.
Not unless you create a comprehensive plan.
Legacy estate planning services are vital if you want your legacy to be lasting for decades after you die. It is a wise move that guarantees adherence to all your instructions regarding managing and transferring your properties.
However, you must understand that family legacy planning can be complex, especially for people with a huge asset portfolio. And here is where we come in.
Interactive Wealth Advisors help people who have accumulated significant assets over their working life create legacies. We will work our fingers to the bone to make sure you are remembered long after you are deceased.
For successful asset protection planning, we will::
As the wise saying goes, failing to plan is planning to fail. By not planning your legacy, you risk:
Legacy financial solutions are perfect for:
As one of the most reputable estate planning experts in Oregon, we help our clients wisely plan the future of their loved ones; a future where their assets are left in capable hands and their legacy lives a lifetime.
So, why choose us?
Every soon-to-be retiree has unique financial goals, so we highly focus on offering personalized legacy estate solutions. During the initial retirement plan consulting session, a financial expert will carefully listen to your money goals, developing the right strategies to maintain your current lifestyle post-retirement.
We are investment planning professionals licensed to work in the state of Oregon. The law binds us to uphold the client’s interests, and that’s precisely what we do. To ensure we maintain the highest ethical standards, we have built a culture of integrity, firmly standing by our commitment to our clients.
We value you and take a client-centered approach to service delivery. With us, it’s all about your financial needs, vision, and goals.
Furthermore, we understand what is at stake, and the registered investment advisor we assign you will first achieve a deep-level understanding of your finances before proceeding. That way, we can implement actionable legacy financial strategies that ensure your wealth is preserved and handed down to your preferred beneficiaries when the time comes.
Tax structures have steadily evolved over the years, adding layers of complexity around the subject. We understand this pain point, and our tax planning services will help you navigate these complexities with ease.
Whether it’s taking advantage of tax reliefs or easing your beneficiaries’ tax burden, we have the legacy estate planning expertise to address any tax-related issues while adhering to State and Federal regulations.