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At NW Tax & Wealth Advisory Group, we can help you determine a strategy appropriate for your financial situation.
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Portland Estate Planning

Do you have a plan in place for continuing your legacy? Does your plan account for estate taxes — both federal and state — in order to preserve as much of your estate as possible for your loved ones?

Despite your best intentions, if an estate plan is not well-formulated, your final wishes may not be honored according to your wishes. If you die without an intentional estate plan, your assets will be distributed according to the probate laws in your state.

We can assist you, in conjunction with our estate planning attorney, with the evaluation of your particular set of circumstances and make recommendations on how to ensure your final requests are met, while lessening the problems your estate may face after you’ve passed.

We can also help minimize your overall tax burden by recommending appropriate income and estate planning techniques that will preserve capital for multiple generations. Using a focus on tax-efficient transfer of family assets and businesses, we can also help families like yours promote philanthropic objectives through planned giving, family foundations and charitable lead and remainder trusts.

More specifically, NW Tax & Wealth Advisory Group can assist you with:

By working with NW Tax & Wealth Advisory Group, you ensure that your estate plans include tax reduction and tax savings strategies to protect the total value of your estate, leaving behind a larger legacy.

Strategies for Financial Independence

To schedule a time to discuss your financial future, contact us at (800) 782-2136 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

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Request a no-obligation meeting today with us to discuss your financial future!

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NW Tax & Wealth Advisory Group, Inc. is an investment adviser and insurance agency registered with State of Washington and other states, who have not verified nor endorsed the statements on this site. NW Tax & Wealth Advisory Group, Inc. may transact business only in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements. This website should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Individualized responses that involve personalized investment advice will not be made absent compliance with jurisdictional requirements where an exemption or exclusion is not available.

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