Estate Planning Attorneys in Bend, OR

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List of Firms

Top Bend, OR Estate Planning Law Firms

McCord & Hemphill LLC
4 out of 5
Location 65 NW Greeley Ave #2911, Bend, OR 97703, USA
Phone (541) 388-4434
Language http://www.ourbendlawyer.com/
Directions
Merrill O'Sullivan, LLP
4 out of 5
Location 805 SW Industrial Way # 5, Bend, OR 97702, USA
Phone (541) 389-1770
Language https://mosattorneys.com/
Directions
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
Language https://www.bendattorneys.com/
Directions
David W. Smiley P.C.
3 out of 5
Location 168 NW Greenwood Ave, Bend, OR 97703, USA
Phone (541) 318-1288
Language http://www.dwsmiley.com/
Directions
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
Language http://www.theparalegalbeagle.com/
Directions
Brinich & Bertalan, LLP
5 out of 5
Location 250 NW Franklin Ave STE 101, Bend, OR 97703, USA
Phone (541) 382-4980
Language http://www.bboregonlaw.com/
Directions
Estate Planning Lawyers in Bend, OR

Where Estate Planners in Bend, OR Serve

Bend, Oregon, nestled in the high desert of Central Oregon, is a vibrant and picturesque city with a plethora of landmarks to explore. From the towering peaks of the Cascade Mountains to the tranquil waters of the Deschutes River, Bend is a nature lover's paradise. The city is home to several iconic landmarks, including the historic Tower Theatre, the Les Schwab Amphitheater, and the Old Mill District, a bustling shopping and entertainment hub. Bend's economy is diverse and thriving, with top employers including St. Charles Health System, the Bend-La Pine School District, and the City of Bend. The city is also home to a thriving tech industry, with companies like G5, Five Talent Software, and LeadMethod calling Bend home. Major highways and streets in Bend include Highway 97, which runs north-south through the city, and the Bend Parkway, a major thoroughfare that connects the east and west sides of town.

Financial Services Related to Estate Planning in Bend, OR

Banks and Credit Unions

Residents of Bend, OR would be helped by a bank in a number of ways. Firstly, a bank can provide residents with a safe and secure place to deposit their money, which can help them to manage their finances more effectively. Additionally, a bank can offer residents a range of financial products and services, such as loans, credit cards, and savings accounts, which can help them to achieve their financial goals. For example, many residents in Bend, OR are avid outdoor enthusiasts, and a bank could offer them specialized loans or savings accounts to help them finance their outdoor adventures. Finally, a bank can also provide residents with financial education and guidance, which can help them to make informed decisions about their money and achieve greater financial stability. Overall, a bank can be an invaluable resource for residents of Bend, OR, helping them to manage their finances more effectively and achieve their financial goals.

Insurance Broker

Residents of Bend, OR would greatly benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the unique insurance needs of living in Bend, such as coverage for wildfire damage or flood insurance due to the proximity to the Deschutes River. Additionally, an insurance broker can provide personalized recommendations for insurance policies based on each resident's individual needs and budget, taking into account factors such as age, health, and lifestyle. With the help of an insurance broker, residents of Bend can feel confident that they have the right coverage in place to protect themselves and their assets in the event of an unexpected event.

Retirement Planning

Residents of Bend, OR can greatly benefit from the expertise of a retirement planner. With its growing population of retirees, Bend has unique challenges when it comes to planning for retirement. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits. They can also assist with investment strategies that are tailored to the specific needs of Bend residents, taking into account factors such as the high cost of living and the area's volatile real estate market. Additionally, a retirement planner can provide guidance on estate planning, ensuring that residents have a plan in place to protect their assets and provide for their loved ones. Overall, a retirement planner can help Bend residents achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of Bend, OR could benefit greatly from the guidance and expertise of a wealth manager. With its growing population and booming economy, Bend is a city that offers many opportunities for financial growth and investment. A wealth manager can help residents navigate the complexities of investing, retirement planning, and estate planning, ensuring that their finances are optimized for long-term success. Additionally, with Bend's proximity to outdoor recreation and tourism, a wealth manager can help residents make smart financial decisions when it comes to purchasing vacation homes, managing rental properties, and planning for future expenses. Overall, a knowledgeable wealth manager can provide invaluable support and advice to residents of Bend as they work towards achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Bend, OR can benefit greatly from the services of a financial advisor. With a thriving tourist industry and a growing population, Bend has become a hub for outdoor recreation and small business development. A financial advisor can help residents navigate the unique financial challenges that come with living in a tourist town, such as managing fluctuating income and planning for seasonal expenses. Additionally, with the rising cost of housing in Bend, a financial advisor can assist residents in creating a long-term plan for saving and investing in real estate. Overall, a financial advisor can provide valuable guidance and support to help Bend residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Bend, OR would greatly benefit from the services of a mortgage loan officer. With the city's booming real estate market, a mortgage loan officer can help residents navigate the complexities of securing a mortgage and purchasing a home. Bend is known for its desirable location in the heart of Central Oregon, with access to world-class outdoor recreation and a thriving downtown scene. A mortgage loan officer can help residents take advantage of these opportunities by providing guidance on the best mortgage options for their unique financial situation. Additionally, with the influx of out-of-state buyers, a mortgage loan officer can provide valuable insight into the local market and help residents stay competitive in the bidding process.

Tax Services

Residents of Bend, OR can benefit from the services of a tax advisor in various ways. One of the most common ways is by receiving guidance on how to minimize their tax liability. Bend, OR is known for its high cost of living, and a tax advisor can help residents identify deductions and credits that can reduce their tax burden. Additionally, a tax advisor can assist with tax planning, such as setting up retirement accounts to maximize tax savings. With the recent changes in tax laws, a tax advisor can also help residents navigate the complexities of the tax code and ensure compliance. Overall, working with a tax advisor in Bend, OR can provide peace of mind and potentially save residents money in the long run.

Bend, OR Financial Resources

Bend, OR Chamber of Commerce

https://bendchamber.org/

Bend, OR City Hall

https://www.bendoregon.gov/

Bend, OR Public Library

https://www.deschuteslibrary.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Bend, OR can provide a range of services to help individuals and families prepare for the future. These services may include drafting wills and trusts, creating powers of attorney and healthcare directives, and developing plans for asset protection and tax minimization. One specific aspect of estate planning in Bend, OR that requires careful consideration is the state's unique tax laws. Oregon has an estate tax that applies to estates valued at $1 million or more, and this tax can be particularly burdensome for those with significant assets. An experienced estate planning lawyer in Bend can help clients navigate these complex tax laws and develop strategies to minimize their tax liability. Additionally, Bend's growing population of retirees and second-home owners means that many individuals may have unique estate planning needs related to vacation properties, rental income, and other assets. A skilled estate planning lawyer can help these clients develop comprehensive plans that address all of their unique needs and goals.

Bend, OR is the ideal destination to seek out an estate planning lawyer for a multitude of reasons. One of the most compelling factors is the city's thriving legal community, which boasts a wealth of experienced and knowledgeable attorneys specializing in estate planning. In addition, Bend's unique location in the heart of Central Oregon offers a diverse range of natural resources and recreational opportunities, making it an attractive destination for retirees and those seeking to create a legacy for their families. Furthermore, the city's strong commitment to sustainability and environmental stewardship aligns well with the values of many estate planning clients, who are often concerned with leaving a positive impact on the world. Overall, Bend's combination of legal expertise, natural beauty, and progressive values make it an ideal location to seek out an estate planning lawyer.