Estate Planning Attorneys in Beaverton, OR

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List of Firms

Top Beaverton, OR Estate Planning Law Firms

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Zook & Zook Law, LLC
5 out of 5
Location City Hall, 12725 SW Millikan Way Suite 300, Beaverton, OR 97005, USA
Phone (503) 906-7935
Directions
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Shimada Law
5 out of 5
Location 12725 SW Millikan Way Ste 300, Beaverton, OR 97005, USA
Phone (503) 863-2732
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Oswald & Mitchell
3 out of 5
Location 12100 SW Allen Blvd, Beaverton, OR 97005, USA
Phone (503) 626-7917
Directions
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Beaverton Law Group, LLP
4 out of 5
Location 4900 SW Griffith Dr Ste. 131, Beaverton, OR 97005, USA
Phone (503) 644-2146
Directions
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Severson Law
5 out of 5
Location 1500 NW Bethany Blvd #200, Beaverton, OR 97006, USA
Phone (503) 819-3065
Directions
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Trillium Law, PC
5 out of 5
Location 17933 NE Evergreen Pkwy Ste 111, Beaverton, OR 97006, USA
Phone (503) 352-0731
Directions
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Medina Eddie D
Location 4900 SW Griffith Dr Ste. 131, Beaverton, OR 97005, USA
Phone (503) 336-4007
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Estate Planning Lawyers in Beaverton, OR

Where Estate Planners in Beaverton, OR Serve

Beaverton, Oregon is a vibrant city located in the Tualatin Valley, just seven miles west of Portland. The city boasts a variety of landmarks, including the Nike World Headquarters, the Tualatin Hills Nature Park, and the Beaverton Farmers Market. The top employers in Beaverton include Intel, Nike, and Tektronix, all of which contribute to the city's thriving economy. Major highways and streets in Beaverton include Highway 26, Highway 217, and Beaverton-Hillsdale Highway, making it easy to travel to and from the city. Beaverton is also home to several unique neighborhoods, such as the historic Old Town district and the upscale Murray Hill area, each offering their own distinct character and charm. With its mix of urban amenities and natural beauty, Beaverton is a dynamic city that offers something for everyone.

Financial Services Related to Estate Planning in Beaverton, OR

Banks and Credit Unions

Residents of Beaverton, OR would be helped by a bank in a variety of ways. One of the most common ways is through providing access to loans and mortgages for home purchases. Beaverton is a growing city with a strong housing market, and many residents are looking to buy their first home or upgrade to a larger one. A bank can provide the necessary financing for these purchases, as well as offer advice and guidance throughout the process. Additionally, banks in Beaverton can help residents with everyday financial needs, such as checking and savings accounts, credit cards, and personal loans. With so many options available, residents can find a bank that meets their specific needs and helps them achieve their financial goals.

Insurance Broker

Residents of Beaverton, OR can benefit greatly from the services of an insurance broker. One of the most common ways that they can be helped is by finding the right insurance coverage for their specific needs. For example, Beaverton is known for its high-tech industry, and many residents work in this field. An insurance broker can help these individuals find insurance policies that provide coverage for their valuable equipment and other assets that are necessary for their work. In addition, Beaverton is located in an area that is prone to natural disasters, such as earthquakes and floods. An insurance broker can help residents find policies that provide adequate coverage for these types of events, which can provide peace of mind and financial protection in the event of a disaster.

Retirement Planning

Residents of Beaverton, OR could benefit greatly from the services of a retirement planner. With a population of over 100,000 people, Beaverton is a growing city that is home to many retirees. A retirement planner can help these individuals navigate the complexities of retirement planning, including creating a budget, managing investments, and determining the best time to start taking Social Security benefits. Additionally, the planner can provide guidance on healthcare options, including Medicare and supplemental insurance. With the cost of living in Beaverton being higher than the national average, a retirement planner can help residents ensure that they have enough savings to enjoy their golden years without financial stress.

Wealth Management

Residents of Beaverton, OR could benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through investment planning. A skilled wealth manager can help individuals in Beaverton navigate the complexities of the stock market and create a diversified investment portfolio that aligns with their financial goals. Additionally, a wealth manager can provide guidance on retirement planning, tax strategies, and estate planning. With Beaverton's growing population and thriving economy, having a trusted advisor to help manage their wealth can provide peace of mind and help residents achieve their long-term financial objectives.

Financial Advisor

Residents of Beaverton, OR would greatly benefit from the services of a financial advisor. With the city's thriving tech industry and growing population, there is a high demand for financial planning and investment advice. A financial advisor can help residents navigate the complexities of retirement planning, investment portfolios, and tax strategies. Additionally, many Beaverton residents are employed by Nike, which offers a unique stock purchase program. A financial advisor can provide guidance on how to best leverage this program and other company benefits to maximize financial growth. Overall, a financial advisor can help Beaverton residents achieve their financial goals and secure a stable future.

Mortgage Loan Officer

Residents of Beaverton, OR would greatly benefit from the assistance of a mortgage loan officer in a variety of ways. For instance, many residents of Beaverton work in the technology industry, which can lead to unique financial situations that require specialized knowledge. A mortgage loan officer can help these residents navigate the complexities of the home buying process, including finding the best mortgage rates and understanding the different types of loans available. Additionally, with the rising cost of living in Beaverton, many residents may need help with down payment assistance programs or other financial resources that can make homeownership more accessible. A mortgage loan officer can provide guidance and support throughout the entire home buying process, from pre-approval to closing.

Tax Services

Residents of Beaverton, OR could benefit from the expertise of a tax advisor in a number of ways. For example, Beaverton has a thriving tech industry, with companies like Nike and Intel headquartered in the area, which could lead to more complex tax situations for employees. A tax advisor could help navigate the intricacies of stock options, RSUs, and other forms of compensation that may impact taxes. Additionally, Beaverton has a growing population of retirees, who may need guidance on tax-efficient withdrawal strategies from retirement accounts. Overall, a tax advisor can provide valuable insights and assistance to Beaverton residents looking to optimize their tax situation and minimize their liabilities.

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