Estate Planning

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(For “advanced” estate planning for clients with estates over $5,000,000, please click here).

Do you think your estate plan is in order?

Many people think that because they have an attorney and an accountant/CPA/EA they work with that the answer is yes.  That may not be the case.

The following are statistics about the general public when looking at a group of ten.

  • 1-2 will NOT have a simple will
  • 5-6 will NOT have Durable Powers of Attorney
  • 5-6 will NOT have marital living trusts
  • 9-10 will NOT have a Family Limited Partnership (FLP)
  • 7-8 will NOT have an Irrevocable Life Insurance Trust (ILIT)

*Provided by the Wealth Preservation Institute

Many people know their estate plans are NOT in order but believe they are too busy and that they will get to their estate plan “when they have the time.”  If you have been saying that to yourself, please act now to put an estate plan in order.

Estate planning itself is a very broad topic and cannot be covered in an introduction web-page. Therefore, we have listed a few of the more important topics that are typically not dealt with properly in most estate plans. We encourage you to click on the links below as well as the links in the estate planning drop down menu at the of the page. We are confident that this site will help you learn more about estate planning and we hope you will contact us to help put together a complete plan that covers not only your estate plan but also your asset protection plan and financial plan.

If your estate plan is not in order and you would like help from our firm and its affiliate partners, please feel free to contact us at [email protected] or (877) 50-PRICE (77423).

Price Financial Group Wealth Management Inc. is a registered investment adviser in the states of Oregon and Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Charles O. Price is Licensed for Insurance in Washington, Oregon, Alaska, Arizona & Virginia.

Chuck Price is not a doctor; he does not hold any sort of doctorate degree and the use of this phrase is not meant to imply special expertise or training or a designation. "Ask The Financial Doctor®" is used to encourage Investors to get a Financial Checkup just like we should all get Physical Checkups from our Medical Doctor every year.