Estate Planning

Estate Planning is much more than just tax planning.  We take pride and special care in helping clients take their life savings of hard work and pass it on to their loved ones or charity, while minimizing the government’s impact.  

With Estate Planning, we take an investment advisory role which incorporates financial planning and investment portfolio management. Businesses and individuals can benefit from our services to coordinate and arrange the dispersal of an estate during a person’s life. 

Estate planning will provide a clear path for administration of the assets and maximize the value of the estate by reducing taxes and other expenses. Estate planning may involve setting up wills, trusts, beneficiary designations, powers of appointment, ownership rights, and power of attorney through outside legal firms with which we coordinate. At Finley Davis Financial Group, we can help you setup a plan to reduce estate tax burdens and ensure your estate plan is sufficient for your needs.  

If you are an individual interested in Estate Planning, please give us a call at 541-342-2224 to schedule an appointment.

For further information, please see Charitable Giving and Wealth Management.