Who We Help
Estate Planning for Young Families
At Family Wealth Counsel, we specialize in creating estate plans tailored to young families. Our goal is to provide peace of mind and security for your family's future. We understand the unique needs of young parents and work to ensure that your children and assets are protected.
Estate Planning for Empty Nesters & Retirees
Family Wealth Counsel is dedicated to providing efficient and effective estate planning solutions based around your individual retirement goals. We can assist in trust creation and funding, asset protection, tax planning, and distribution decisions based upon your unique portfolio.
Estate Planning for Blended Families
In addition, we offer specialized solutions to address unique family partnerships. Blended families are commonplace, however, we work closely with our clients to develop comprehensive estate plans that reflect specific family dynamics and inheritance goals.
Family Protection Planning Documents
We offer compassionate assistance to families, guiding them through legal decisions with care and expertise. We help create holistic family planning based around several key ancillary documents to wills and trusts that every family should have in order to safeguard against the unexpected.
Special Needs Trusts and Planning
A Special Needs Trust helps to protect family members with physical and/ or mental challenges from financial uncertainty after you are incapacitated or deceased. For example, these third-party trusts may provide fully, or in accordance with qualified government benefits, to a parent with dementia or a child with down syndrome.
Small Business Succession Planning
At our law firm, we celebrate the entrepreneurial spirit of small business owners across Oregon. Family Wealth Counsel provides legal guidance, from business sales to entity formation to real estate purchases. We work in collaboration with CPAs and financial planners to create a pro forma solution for your business.