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Estate Planning 

Protect what matters most with our estate planning services. We can help you build a legacy that reflects your values and aspirations, providing clarity and security for your family and loved ones.

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Craft Your Legacy with Personalized Estate Planning

Craft Your Legacy with Personalized Estate Planning

At Deschutes we recognize that estate planning is more than just asset management—it's a profound expression of care for your loved ones. Our experienced team of advisors is dedicated to crafting personalized plans that honor your wishes, protect your assets, and ensure your family's future is secure.

We understand the complexities of wills, trusts, and directives and approach each with sensitivity and expertise. By partnering with us, you're not just planning for the future; you're providing peace of mind for yourself and those you cherish most. Let's work together to create a legacy that reflects your love and intentions.

How We Work

Welcome to our comprehensive estate planning services, where we prioritize your peace of mind and the secure transfer of your legacy.

Our expert advisors specialize in a range of crucial areas:

  • Property Titling and Beneficiary Designations: We assist in structuring property titling and beneficiary designations to ensure seamless asset distribution according to your wishes.
  • Strategies to Transfer Property and Assets: Our tailored strategies facilitate efficient and tax-advantaged transfer of your property and assets to heirs or beneficiaries.
  • Gifting & Charitable Giving: Explore philanthropic opportunities and tax-efficient strategies for gifting and charitable giving, aligning your generosity with your financial goals.
  • Estate Planning Techniques: Benefit from our expertise in implementing advanced estate planning techniques to maximize asset protection and minimize tax liabilities.
  • Business or Family Transfer Strategies: We offer strategic guidance for business succession planning and family transfer strategies, preserving continuity and minimizing disruption.
  • Life Event Review: Our team conducts thorough reviews during significant life events such as divorce or the death of a spouse, ensuring your estate plan remains current and effective.
  • Special Needs or Circumstances: Whether you have special needs considerations or unique circumstances, we tailor estate plans to address your specific requirements with empathy and expertise.

With our dedicated approach and personalized solutions, we empower you to navigate complex estate planning decisions confidently. 

Our Certified Financial Planners

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If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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