You’ve worked hard to create a legacy worth protecting. Our estate planning services help you pass on what matters most to the people who matter most.
Estate planning is about more than just having a will. We help coordinate your legacy strategies with your overall financial plan to help preserve your wealth for future generations.
We review your existing wills and trusts to identify potential gaps or updates that may be needed as your circumstances change.
Having the proper beneficiary designations on retirement accounts and insurance policies can help avoid probate complications. We work to make sure yours are in order.
Business owners face particular estate planning challenges. We help coordinate strategies for business succession and wealth transfer planning.
We evaluate charitable giving options that can provide tax benefits while supporting causes important to you and your family.
We understand the importance of protecting your family’s wealth and creating a lasting legacy. Here’s what sets our Oregon, Ohio, team apart when it comes to our estate and legacy planning services.
We work with your legal professionals to coordinate estate planning with your investment and tax strategies.
Life changes require estate plan updates. We help monitor when reviews may be needed.
Family comes first. Our estate planning approach always considers your family’s individual needs and goals.
Estate planning is most effective when coordinated with your overall financial plan. Discover how our other services work together with estate planning to help you achieve your legacy goals.
From simple wills to complex wealth transfer strategies, our team is ready to help you create a plan that reflects your values and protects your family’s future.
Schedule a consultation today and let’s discuss your estate planning needs and how we can help protect your family’s future.
Explore our estate planning strategies and legal considerations that can help protect your wealth and provide for your family’s future.
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Stirling Capital are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2.
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