Wealth Management Lebanon OR

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Mr. Blair C. Hill, CFP®
(541) 231-3385
3178 Pacific Pl SW
Albany, OR
Firm
Nationwide Retirement Solution

Data Provided by:
Tyler Lulay, CFP®
(503) 769-7017
1171 N 1st St
Stayton, OR
Firm
Raymond James Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Income Management

Data Provided by:
Wells Fargo - Lebanon
(541) 259-7125
809 S Main St
Lebanon, OR
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-02:00 PM
Sun Closed

US Bank - Santiam - Albany Office
(541) 967-3732
2650 Santiam Hwy SE
Albany, OR
Languages
Spanish
Drive Up Hours
Mon 08:30 am to 06:00 pm
Tue 08:30 am to 06:00 pm
Wed 08:30 am to 06:00 pm
Thur 08:30 am to 06:00 pm
Fri 08:30 am to 06:00 pm
Sat 09:00 am to 01:00 pm

Chase Bank
(541) 928-6151
231 Ellsworth St Sw
Albany, OR
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:closed
Sun:closed

Mr. Joshua L. Bain, CFP®
(503) 769-7520
601 N 1st St Ste B
Stayton, OR
Firm
Country Financial
Areas of Specialization
Asset Allocation, Budget Development, Debt Management, Education Planning, Insurance Planning, Investment Planning, Long-Term Care

Data Provided by:
US Bank - Lebanon - Southgate Office
(541) 258-2137
2856 S Santiam Hwy
Lebanon, OR
Drive Up Hours
Mon 08:30 am to 06:00 pm
Tue 08:30 am to 06:00 pm
Wed 08:30 am to 06:00 pm
Thur 08:30 am to 06:00 pm
Fri 08:30 am to 06:00 pm

Chase Bank
(541) 258-3154
75 E Grant St
Lebanon, OR
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-1:00
Sun:closed

US Bank - Albany Community Office
(541) 967-3702
205 Ellsworth SW
Albany, OR
Languages
Spanish
Drive Up Hours
Mon 08:30 am to 06:00 pm
Tue 08:30 am to 06:00 pm
Wed 08:30 am to 06:00 pm
Thur 08:30 am to 06:00 pm
Fri 08:30 am to 06:00 pm

Wells Fargo - Sweet Home
(541) 367-2132
1266 15Th Ave
Sweet Home, OR
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-02:00 PM
Sun Closed

Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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