Tax & Estate Planning

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  • Oct 10 2018
    stack of will and ira papers
    Where’s the Beneficiary Form…?

    Inherited IRAs are one of the biggest issues advisors deal with. Read these case studies to understand the importance of updating IRA beneficiary forms.

  • Jul 23 2018
    Your Home: Do You Own Too Much of a Good Thing? (Part Four)

    Metro Portland/Clark County real estate is in a boom, but the bubble could pop someday. Learn why too much home can put your financial health at risk.

  • Jul 18 2018
    row of older houses in portland, oregon
    Your House: Is a Bubble about to Pop in Metro Portland/Clark County? (Part Three)

    Several factors have aided the housing bubble recovery both in Portland and the US at large. While today they are helpful, some risk still exists.

  • Jul 12 2018
    Row of mailboxes, missing several numbers. Low supply of homes
    Your House: Low Supply Has Inflated Prices in Portland/Clark County (Part Two)

    Low home supply in metro Portland/Clark County has inflated property values. Find out the causes of the housing boom. Can good times last forever?

  • Jul 11 2018
    Rows of houses, someone's nest egg
    Your House: Are Homes in Metro Portland/Clark County a Bubble Waiting to Pop? (Part One)

    Housing in metro Portland/Clark County WA hit a new historical high. Shall we rejoice or cringe? Learn what might support or pop the housing bubble.

  • Jun 25 2018
    financially supporting alult children by giving them a credit card to use
    5 Ways You Can Ruin the Financial Future of Your Adult Children

    We know how much you love your kids. Be warned, however, financially supporting your adult children can set them up for failure instead of success.

  • Jun 21 2018
    Two kids smiling at the camera because they are excited to recieve an inheritance
    3 Ways You Can Protect Your Heirs and Yourself

    Earning an inheritance can be complicated. Let our experience in estate and trust planning make things easier for both you and your heirs.