Tax & Estate
Do you have a legacy plan?
While our clients are patriotic, they aren’t interested in paying more than their fair share in taxes. We help them with income tax strategies today, estate planning strategies for the future, and we re-evaluate those plans as their circumstances or laws change.
How are we different?
We want you to know all the options, even strategies that may not make sense for you right now. We discuss your alternatives so that you understand and are comfortable with your choices – even those you leave behind.
We thrive on working as a team with our clients, their attorneys and accountants. Our valuable insights and initiative in leading your financial team results in a unified planning process.
In cooperation with your trusted advisors, we:
Integrate tax considerations into our investment decisions
Analyze and optimize your Alternative Minimum Tax (AMT) exposure
Evaluate the effects of new legislation on income and estate planning
Call us at 971-203-0600 to learn more about how we can help you with your specific tax and estate planning questions.
Estate Planning Tips:
Keep all your important financial and legal information in a secure central place for your executor. Make sure to include:
Letters of last instruction
Investment Savings Statements
Income and Gift Tax Returns
Titles and Deeds
Wills and Trust Documents
Information provided should not be considered as tax advice from GWN Securities, Inc. or it’s representatives. Please consult with your tax professional.