Estate Planning Wealth Management

What kind of legacy do you hope to leave behind for your family?

The estate process is almost always emotional and, when combined with legal roadblocks and delays, can become even more stressful for grieving families. At The H Group, we work with you and your professional attorney to help implement an estate plan that honors your wishes and mitigates challenges you might foresee for your heirs. This is why we are trusted by so many clients and estate planning attorneys as an integral partner in the estate planning process.

The most important part of estate planning is first understanding your hopes and fears. We take time to get a complete picture of your life, finances and family in order to better advise you through the estate planning process. For many of our client families, we use this time to create a vision for their legacy. We discuss options to help support their philanthropic goals and hone in on key points. All of this pre-planning allows them to be efficient with their attorney’s time.

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We offer a one-to-one partnership with your estate planning attorney in an effort to assure the implementation exactly reflects your wishes.

For many in the estate planning process, their main concern is decreasing stress and frustration for their heirs. Managing and distributing an estate can be a complex process, which is why we offer a one-to-one partnership with your estate planning attorney in an effort to assure the implementation exactly reflects your wishes. We are sensitive to the fact that this is likely a difficult time for your loved ones. By working directly with your estate planning attorney and custodian, our goal is to keep communication with your heirs brief but clear and minimize any unexpected delays or expenses. This can allow your heirs to focus on their own grief process.

Tax planning is another important aspect of estate planning. In partnership with your tax professional, our advisors work to ensure that your assets and gifts are set up to pass on in the most efficient way possible. Without professional estate planning, many estates leave their heirs with a significant tax burden which only causes more stress and frustration in a challenging time.

Estate planning is about more than money, of course. Many people have valuable assets like family businesses that they wish to remain in the family after their passing.

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In partnership with your estate planning attorney, our team of advisors will take all of this into consideration to help the transition go as smoothly as possible.

Estate planning requires careful examination and expert advice. From passing assets on to heirs to transitioning business ownership, we have helped clients from all walks of life plan for the legacy they envision. For estate planning in Oregon and across the country, our team of CERTIFIED FINANCIAL PLANNER® professionals are here to guide you through the process.

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