Estate Planning

Estate Planning is an often overlooked aspect of financial planning. Proper planning can leave your family with a secure and financially worry free financial future. If properly structured, you can leave a family legacy that will last for generations. However, be aware that, without proper planning, the IRS will take their share of your estate, and your assets can be held up in probate for years.

At Price Financial Group Wealth Management, you will work with a team who will help you prepare and execute an estate plan that is right for you and your beneficiaries. One overlooked aspects of estate planning, other than avoiding taxes, is the fact that insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making it’s way through the courts is vital.

Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes. Start the process today, call (503) 253-3000

Price Financial Wealth Management Group 
555 SE 99th Ave
Suite 103
Portland, OR 97216

Email: [email protected]

Toll Free: (877) 50-PRICE (77423)

Local: (503) 253-3000

Have Questions?

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.