Estate Planning Attorneys in Lake Oswego, OR

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List of Firms

Top Lake Oswego, OR Estate Planning Law Firms

Pixton Law Group
4 out of 5
Location 17355 Lower Boones Ferry Rd, Lake Oswego, OR 97035, USA
Phone (503) 968-2020
Language http://www.pixtonlaw.com/
Directions
Draneas & Huglin
3 out of 5
Location 4949 Meadows Rd #600, Lake Oswego, OR 97035, USA
Phone (503) 496-5500
Language http://www.draneaslaw.com/
Directions
Myatt & Bell, P.C.
5 out of 5
Location 10300 SW Greenburg Rd #500, Portland, OR 97223, USA
Phone (503) 641-6262
Language https://www.myattandbell.com/
Directions
Lexemy Law, LLC (Alexandra S. Cook, Attorney)
5 out of 5
Location 5200 Meadows Rd Suite 150, Lake Oswego, OR 97035, USA
Phone (503) 726-1079
Language http://www.lexemylaw.com/
Directions
Bridgeport Law Group
Location 17040 Pilkington Rd Suite 200, Lake Oswego, OR 97035, USA
Phone (503) 620-0114
Language http://www.bridgeportlawgroup.com/
Directions
Law Office of Julia Rice
5 out of 5
Location 5200 Meadows Rd Suite 150, Lake Oswego, OR 97035, USA
Phone (503) 726-5990
Language https://www.juliaricelaw.com/
Directions
Sohler Whitman Cooper
5 out of 5
Location 3 Centerpointe Dr Suite 190, Lake Oswego, OR 97035, USA
Phone (503) 662-7880
Language https://www.sohler-whitman.com/
Directions
Krusslaw P.C.
5 out of 5
Location Mailing address:, 3 Monroe Pkwy Suite P No 123, Lake Oswego, OR 97034, USA
Phone (503) 490-4020
Language http://krusslaw.com/
Directions
Estate Planning Lawyers in Lake Oswego, OR

Where Estate Planners in Lake Oswego, OR Serve

Lake Oswego, OR is a picturesque city located in Clackamas County, surrounded by lush greenery and stunning views of the lake. The city boasts of several landmarks, including the iconic Lake Oswego Public Library, which is a popular destination for book lovers and tourists alike. Additionally, the city is home to the Lake Oswego Farmers Market, which offers fresh produce and local crafts. Top employers in Lake Oswego include the Lake Oswego School District, which provides employment opportunities to several educators and administrators. Other major employers include the City of Lake Oswego, which offers jobs in various departments such as public works, parks, and recreation. The city is well-connected with major highways and streets, including Interstate 5, which runs through the city, connecting it to Portland and other major cities in the state. The city is also served by several local streets, including Boones Ferry Road, which is a major thoroughfare connecting Lake Oswego to neighboring cities.

Financial Services Related to Estate Planning in Lake Oswego, OR

Banks and Credit Unions

Residents of Lake Oswego, OR would greatly benefit from a bank in various ways. Firstly, the bank would provide a safe and secure place for individuals to store their money, ensuring that it is not lost or stolen. Additionally, banks offer various financial services such as loans, mortgages, and credit cards that can help residents achieve their financial goals. For example, with the high cost of living in Lake Oswego, many residents may require a mortgage to purchase a home. Moreover, banks can also provide investment advice to help residents grow their wealth. With the beautiful scenery and outdoor activities in Lake Oswego, many residents may want to invest in recreational equipment or property. Overall, a bank would be a valuable resource for residents of Lake Oswego, OR to manage and grow their finances.

Insurance Broker

Residents of Lake Oswego, OR can benefit greatly from the services of an insurance broker. With the city's high median household income and expensive real estate market, finding affordable insurance can be a challenge. An insurance broker can help residents navigate the complex insurance market and find policies that fit their unique needs and budget. For example, with Lake Oswego's proximity to the Willamette River, residents may want to consider flood insurance to protect their homes from potential water damage. An insurance broker can provide valuable guidance on the best policies for this specific risk, as well as other common hazards in the area such as earthquakes and wildfires. By working with an insurance broker, residents of Lake Oswego can ensure that they are adequately protected and prepared for any unforeseen events.

Retirement Planning

Residents of Lake Oswego, OR could benefit greatly from the services of a retirement planner. With a median household income of over $100,000, many residents have the means to invest in their future but may not know where to start. A retirement planner can help them navigate the complex world of investment options and create a personalized plan that aligns with their goals and risk tolerance. Additionally, Lake Oswego has a large population of retirees, and a retirement planner can assist them in managing their assets and ensuring they have enough income to support their desired lifestyle. With the help of a retirement planner, residents of Lake Oswego can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Lake Oswego, OR could benefit from the services of a wealth manager in a number of ways. One of the most common ways would be through investment portfolio management. With a wealth manager's expertise, residents could ensure that their investments are diversified and tailored to their specific financial goals. Additionally, a wealth manager could help residents with retirement planning, tax planning, and estate planning. Specifically for Lake Oswego, OR, a wealth manager could assist residents in navigating the high cost of living in the area and help them make informed financial decisions that align with their lifestyle and goals. Overall, a wealth manager can provide valuable guidance and support to residents of Lake Oswego, OR as they navigate their financial journey.

Financial Advisor

Residents of Lake Oswego, OR can benefit greatly from the guidance of a financial advisor. With its high median household income and expensive cost of living, many residents may struggle with budgeting and managing their finances effectively. A financial advisor can provide personalized advice on how to save for retirement, invest wisely, and create a financial plan that aligns with their long-term goals. Additionally, with the city's proximity to Portland and its thriving tech industry, many residents may have complex compensation packages or stock options that require specialized knowledge and advice. A financial advisor can help navigate these unique financial situations and ensure that residents are making informed decisions about their money.

Mortgage Loan Officer

Residents of Lake Oswego, OR can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex and ever-changing mortgage market to find the best loan options that fit their unique financial situation. In addition, a loan officer can assist residents in understanding the specific lending requirements and regulations that are unique to Lake Oswego, OR. For example, Lake Oswego has strict zoning laws that can affect the type of property that can be purchased with a mortgage. A loan officer can help residents understand these regulations and ensure that they are in compliance when applying for a mortgage. Ultimately, a mortgage loan officer can provide invaluable support and guidance to residents of Lake Oswego, OR as they navigate the process of securing a mortgage for their dream home.

Tax Services

Residents of Lake Oswego, OR can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on local tax laws specific to Lake Oswego. For example, Lake Oswego has a local option tax that applies to certain purchases and services, and a tax advisor can help residents navigate these regulations. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. With the help of a tax advisor, residents of Lake Oswego can feel confident in their financial decisions and avoid costly mistakes.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Lake Oswego, OR can provide a wide range of services to help individuals and families plan for the future. These services may include drafting wills and trusts, creating powers of attorney and healthcare directives, and advising clients on tax and estate planning strategies. One unique aspect of estate planning in Lake Oswego is the community's strong commitment to environmental conservation. As such, an estate planning lawyer in Lake Oswego may also specialize in helping clients incorporate eco-friendly practices into their estate plans, such as setting up conservation easements or making charitable donations to local environmental organizations. With their expertise and attention to detail, an estate planning lawyer in Lake Oswego can help ensure that clients' assets are protected, their wishes are honored, and their legacies are preserved for generations to come.

Lake Oswego, Oregon is the ultimate destination for those seeking the services of an estate planning lawyer. With its serene environment and a population that is keen on preserving their legacies, Lake Oswego is the perfect place to get an estate planning lawyer. The city is renowned for its rich history and culture, which are reflected in the legal services offered by its lawyers. The lawyers in Lake Oswego are highly qualified and experienced, possessing a deep understanding of the complex legal issues that surround estate planning. They are adept at handling the intricacies of estate planning, including wills, trusts, and probate matters. Additionally, the lawyers in Lake Oswego are well-versed in the state's laws and regulations, ensuring that their clients receive the best legal representation possible. So, if you're looking to secure your legacy and protect your assets, Lake Oswego, Oregon is the place to be.