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LifeLong Wealth Management
 
Address:
8050 SW Pfaffle St, Suite 100
Tigard, Or 97223
 

Business: (971) 250-2030
Fax: (503) 214-6534
Toll Free: (877) 421-9991

 
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Estate Planning



Proper estate planning allows for continuity of one's income and lifestyle while transferring wealth from one generation to another or to a charity should that be a client's inclination. With the assistance of an attorney and a CPA, careful planning can reduce the overall taxation to a client's estate. Our asset management team helps maintain sufficient income and desired safety throughout the transfer process.

A comprehensive estate plan covers a pleothra of financial segments that helps transfer of property at death, personal matters, and tax consequences.

Of course, every individual has a different view of how they would like to handle their estate. Some estate planning tools that we utilize include:

  • Charitable Trust
  • Revocable Living Trust
  • Irrevocable Living Trust
  • Wills
Please contact us via email or call us at (971) 250-2030 for a FREE review of your current/new estate plan.
 
 

Securities offered through Pacific West Securities, Inc. A registered broker/dealer. Member FINRA & SIPC.
Investment advice through Pacific West Financial Consultants, Inc.
A Registered Investment Advisor

Investments products and services available only to residents of : California (CA), Colorado (CO), Idaho (ID), Oregon (OR), Utah (UT), Washington (WA)
Fee-based advisory services are available.
We are licensed to sell insurance products in the following states of: Oregon (OR)