Estate Planning Attorneys in Bend, OR

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Top Bend, OR Estate Planning Law Firms

Law Offices of Paul Heatherman, P.C.

5 out of 5

Location 250 NW Franklin Ave #402, Bend, OR 97701, USA
Phone (541) 389-1010
Merrill O'Sullivan, LLP

4 out of 5

Location 805 SW Industrial Way # 5, Bend, OR 97702, USA
Phone (541) 389-1770
McCord & Hemphill LLC

4 out of 5

Location 65 NW Greeley Ave #2911, Bend, OR 97703, USA
Phone (541) 388-4434
Brinich & Bertalan, LLP

5 out of 5

Location 250 NW Franklin Ave STE 101, Bend, OR 97703, USA
Phone (541) 382-4980
David W. Smiley P.C.

3 out of 5

Location 168 NW Greenwood Ave, Bend, OR 97703, USA
Phone (541) 318-1288
The Paralegal Beagle, LLC

5 out of 5

Location By appt. only, 327 NW Greenwood Ave Suite 300, Bend, OR 97703, USA
Phone (541) 728-6933
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About Bend, OR

Bend is a city in central Oregon that is known for its natural beauty and outdoor recreation opportunities. The city is located on the Deschutes River and is surrounded by the Cascade Mountains. Major employers in Bend include St. Charles Medical Center, Bend Memorial Clinic, and Wells Fargo Bank. Bend is also home to a number of major highways and streets, including US Highway 20 and OR Highway 97. Some of the most popular neighborhoods in Bend are Pilot Butte, Awbrey Butte, and Downtown.

Financial Services Related to Estate Planning in Bend, OR

Banks and Credit Unions

Banks in Bend, Oregon offer a wide variety of financial services to residents and businesses. These services include checking and savings accounts, loans, mortgages, and other types of lending products. In addition, banks offer a range of investment products including stocks, bonds, and mutual funds. Banks also offer a variety of online banking services that allow customers to manage their finances from anywhere with an internet connection.

Insurance Broker

Insurance brokers in Bend, OR provide a wide range of services to their clients, from finding the right insurance policy to filing claims and helping with repairs. They are an important part of the community, and many residents rely on them for help and guidance when it comes to their insurance needs.

Retirement Planning

Residents of Bend, OR can benefit greatly from retirement planning. There are a number of things to consider when planning for retirement, and it's important to start as early as possible in order to give yourself the best chance for a comfortable future. One important factor to consider is how much money you will need to live comfortably in retirement. Many people underestimate this amount, and end up struggling later in life. A good way to get an idea of how much you will need is to use a retirement calculator. These calculators take into account factors such as your age, income, and expected expenses in retirement. Another important factor is when you want to retire. If you want to retire at a young age, you will need to save more money than if you plan on retiring later on. You also need to think about what your income will be in retirement. If it's lower than your current income, you will need to save even more money. There are many other factors that go into retirement planning, but these are some of the most important ones. By thinking about these things early on, residents of Bend can ensure they have a comfortable future ahead of them.

Wealth Management

Residents of Bend, OR can benefit from wealth management services in a number of ways. Wealth management services can help residents save money, plan for the future, and make smart investment decisions. By working with a wealth manager, Bend residents can rest assured that their finances are in good hands.

Financial Advisor

Residents of Bend, Oregon can benefit from the services of a financial advisor. Financial advisors can provide guidance on retirement planning, estate planning, and tax strategies. They can also help investors to select appropriate investment portfolios and to save money on taxes. In addition, financial advisors can assist business owners in setting up employee benefits programs and in securing commercial loans.

Mortgage Loan Officer

Mortgage loan officers are the people you go to when you want to buy a house. They provide a variety of services to Bend, OR residents, including helping you find the right home, getting you pre-approved for a loan, and guiding you through the entire process. They can also help you if you're having trouble making your mortgage payments.

Tax Services

Residents of Bend, Oregon who need assistance with their taxes can turn to local tax accountants for help. These professionals can provide a range of services, from completing your tax return to helping you plan for the future. They can also offer advice on how to reduce your tax liability and maximize your refund. If you're looking for reliable, experienced help with your taxes, consider hiring a local tax accountant.


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