Estate Planning Attorneys in Clackamas County, OR

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List of Firms

Top Clackamas County, OR Estate Planning Law Firms

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Southwest Portland Law Group, LLC
5 out of 5
Location 8455 SW Beaverton Hillsdale Hwy, Portland, OR 97225, USA
Phone (503) 206-6401
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Sohler Whitman Cooper
5 out of 5
Location 3 Centerpointe Dr Suite 190, Lake Oswego, OR 97035, USA
Phone (503) 662-7880
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Levinson Law, LLC
5 out of 5
Location 920 SW 6th Ave 12th Floor, Portland, OR 97204, USA
Phone (503) 222-9057
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Mary W. Johnson, PC
4 out of 5
Location 365 Warner Milne Rd, Oregon City, OR 97045, USA
Phone (503) 656-4144
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Reif & Hunsaker, P.C.
5 out of 5
Location 273 N Grant St, Canby, OR 97013, USA
Phone (503) 266-3456
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Fitzwater Law
5 out of 5
Location 6400 SE Lake Rd #440, Portland, OR 97222, USA
Phone (503) 786-8191
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Law Offices of Nay & Friedenberg LLC
5 out of 5
Location 6500 S Macadam Ave #300, Portland, OR 97239, USA
Phone (503) 245-0894
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Rau Law Firm
4 out of 5
Location 1880 Willamette Falls Dr Suite 250, West Linn, OR 97068, USA
Phone (503) 222-3434
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Kuni Donaldson LLP
5 out of 5
Location 15 82nd Dr Suite 235, Gladstone, OR 97027, USA
Phone (503) 227-3004
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NW Legacy Law, P.S.
5 out of 5
Location 650 NE Holladay St #1600, Portland, OR 97232, USA
Phone (503) 400-7999
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Gevurtz Menashe
4 out of 5
Location 115 NW 1st Ave #400, Portland, OR 97209, USA
Phone (503) 227-1515
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Estate Planning Lawyers in Clackamas County, OR

Where Estate Planners in Clackamas County, OR Serve

Clackamas County, located in the heart of Oregon, is a diverse and vibrant community filled with natural beauty and bustling urban areas. From the towering mountains and lush forests to the sprawling suburbs and charming small towns, this county has something for everyone. One of the most notable landmarks in Clackamas County is Mount Hood, a majestic peak that towers over the surrounding landscape and draws visitors from all over the world. Other popular attractions include the Oregon City Municipal Elevator, the End of the Oregon Trail Interpretive Center, and the Clackamas River. As for top employers, Clackamas County is home to a wide range of businesses and industries, including healthcare, technology, and manufacturing. Some of the biggest employers in the area include Kaiser Permanente, Intel, and Precision Castparts Corp. When it comes to transportation, Clackamas County is well-connected to the rest of the state and beyond via major highways like I-205 and I-5.

Financial Services Related to Estate Planning in Clackamas County, OR

Banks and Credit Unions

Residents of Clackamas County, OR can benefit from a bank in various ways. Firstly, a bank can provide financial services such as checking and savings accounts, loans, and credit cards to help residents manage their finances. Additionally, a bank can offer investment opportunities to help residents grow their wealth. With Clackamas County being a popular tourist destination due to its beautiful parks and natural attractions, a bank can also provide foreign currency exchange services to help tourists easily convert their money. Moreover, a bank can offer financial education and resources to help residents make informed decisions about their money. Overall, a bank can be a valuable resource for residents of Clackamas County, OR to achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Clackamas County, OR can greatly benefit from the services of an insurance broker. With a population of over 400,000 people, Clackamas County is the third most populous county in Oregon. This means that there are a lot of insurance options available, which can be overwhelming for many residents. An insurance broker can help residents navigate through the different policies and providers available to find the best coverage at an affordable price. Additionally, Clackamas County is home to a variety of industries, including healthcare, manufacturing, and technology. An insurance broker can help residents in these industries find specialized coverage that meets their unique needs. Overall, an insurance broker can provide valuable guidance and support to residents of Clackamas County, ensuring that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Clackamas County, OR can benefit greatly from the services of a retirement planner. A retirement planner can help residents in Clackamas County, OR to better understand their retirement savings options and make informed decisions about their financial future. With the county's growing population of retirees, a retirement planner can help residents navigate the unique challenges of retirement planning in the area. For example, Clackamas County, OR has a high cost of living, which can make it difficult for retirees to make their savings last. A retirement planner can help residents in Clackamas County, OR create a personalized plan that takes into account their unique financial situation, goals, and needs. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits, manage taxes, and plan for healthcare costs in retirement. Overall, a retirement planner can help residents in Clackamas County, OR achieve a more secure and comfortable retirement.

Wealth Management

Residents of Clackamas County, OR could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. Many residents in this area are nearing retirement age and may need assistance in creating a plan to ensure they have enough savings to support themselves during their golden years. Additionally, Clackamas County is known for its high cost of living, particularly in areas such as Lake Oswego and West Linn. A wealth manager can help residents navigate these financial challenges and make informed decisions about their investments, taxes, and estate planning. With their expertise and guidance, residents of Clackamas County can achieve their financial goals and secure a comfortable future for themselves and their families.

Financial Advisor

Residents of Clackamas County, OR can benefit greatly from the services of a financial advisor. With a median household income of $75,000, many families in the area are looking for ways to make their money work harder for them. A financial advisor can help residents of Clackamas County create a personalized plan to achieve their financial goals, whether that be saving for retirement, paying off debt, or investing in the stock market. Additionally, with the rising cost of living in the Portland metro area, a financial advisor can help families navigate the local housing market and make informed decisions about buying or renting a home. Overall, a financial advisor can provide valuable guidance and support to residents of Clackamas County as they work towards financial stability and security.

Mortgage Loan Officer

Residents of Clackamas County, OR can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a home or refinance an existing mortgage. In Clackamas County, where the median home price is higher than the national average, a mortgage loan officer can help residents navigate the complexities of the local real estate market and find the best loan products to fit their unique financial situations. Additionally, with the county's proximity to Portland and its growing job market, a mortgage loan officer can help residents take advantage of the area's economic opportunities by securing affordable and accessible housing. Whether residents are first-time homebuyers or experienced investors, a mortgage loan officer can provide valuable guidance and support throughout the entire home financing process.

Tax Services

Residents of Clackamas County, OR can benefit greatly from the services of a tax advisor. One of the most common ways they can be helped is by receiving guidance on how to navigate the complex tax laws and regulations specific to the state of Oregon. For example, Clackamas County residents may need assistance understanding the state's unique tax laws regarding property taxes, which are based on assessed property values rather than market values. A tax advisor can also help residents maximize their deductions and credits, such as the Oregon Earned Income Tax Credit, which can provide significant relief for low-income families. Additionally, a tax advisor can help residents plan for the future by providing advice on retirement accounts, estate planning, and other financial matters. Overall, a tax advisor can provide valuable assistance to Clackamas County residents looking to manage their finances and minimize their tax burden.

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