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Estate Planning

Advantages of Active Estate Planning With North Point Wealth Management

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.

The Benefits of Estate Planning With North Point

The Benefits of Estate Planning With North Point

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.

Areas of Focus for Your Legacy

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.


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