Estate planning with the team at North Point Wealth Management provides the financial confidence that comes from establishing a legacy. We want to help preserve your wealth, with the goal of seeking care for your loved ones, fund your own long-term health needs, and fulfill plans for charitable giving.
Everyone can benefit from an estate plan by developing legal documents that establish guardianship for minor children, reduce taxes for beneficiaries, and prevent disputes over your legacy. North Point takes an active approach to wealth management. Our competent counsel includes continual review and update of your estate plan to ensure the most efficient transfer of your assets to the next generation even as tax laws change.
Our certified financial planners have the expertise to guide you in areas such as:
Strategies to generate retirement income
Explore ways to enhance Medicare and Social Security benefits
Guidance for charitable giving
Wills, trusts, and other common estate vehicles
Power of attorney and health care proxy documents
Long-term care planning
529 savings accounts to prepare for college
Roth IRA accounts for children
When you're ready to begin the estate planning process or update plans you made in the past, contact North Point Wealth Management for a consultation. We've been working with Portland residents striving to achieve their individual financial goals for more than 20 years.
LPL Financial and LPL representatives do not provide tax or legal advice.