Estate Planning Services Tailored to You
We are here to guide and support you.
At Aldrich, we understand that estate planning is about more than just managing your assets—it’s about fulfilling your personal and financial goals and ensuring a legacy that aligns with your values. Â
Estate plans can be complex and require proper planning, modeling, and implementation. Working with an advisor who understands your goals can help ensure your wealth is efficiently transferred in alignment with the legacy you want to leave.Â
Our Services
- Tax Efficiency: Strategies to optimize your financial planning while reducing taxes during your lifetime and after.Â
- Comprehensive Estate Plans: Whether starting from scratch or refining an existing framework, our experienced team is here to help ensure your plan is not just a plan.Â
- Personalized Goals: We start with a conversation to get to know you and understand your goals. Only then can we help you make a plan to get there.Â
- Family Limited Partnerships: Considering whether more complex tax planning structures are right for you. FLP’s and other tools are used to transfer wealth at discounted gift values.
- Legacy Planning: Helping you define and achieve your legacy, whether through support for children, charities, or other personal goals.Â
- Asset Control and Contingency Planning: Addressing concerns about relinquishing control and ensuring safeguards for beneficiaries.Â
- Specialized Advice for Oregon, Washington, and California Residents: Tailored strategies considering state-specific regulations and time horizons.Â
Why Choose Aldrich?
- Focused Guidance: Benefit from our team of financial advisors, tax professionals, & estate planners coming together to form a comprehensive strategy.
- Personalized Service: Our team builds a personal relationship with each client to understand and fulfill their unique goals.Â
- Collaborative Efforts: We partner closely with your existing advisors to ensure a seamless and integrated approach.Â
- Future-Focused: We ensure that your plan is not only written up, but also effectively implemented. We monitor its progress and make adjustments as your goals evolve over time.
Get Started Today
Whether you have a specific plan in mind or you need help articulating your goals, our team is here to help you achieve peace of mind. With a tailored estate plan that reflects your values, we’ll help you provide for the next generation, or support a charity that’s important to you, all while minimizing the impact of estate.
Trust + Estate Planning Newsletter
Meet Our Professionals
Senior Manager, Private Wealth Tax
Sezon Whitmire, CPA, CFP®
Aldrich CPAs + Advisors LLP
Sezon Whitmire joined Aldrich in 2016 and specializes in private clients, individuals, and trusts and estates. Sezon makes her clients’ lives easier by assisting with tax returns, lifetime planning, ongoing personal tax planning, and estate and trust compliance. She is passionate about listening closely to help her clients achieve their goals. Sezon received her bachelor’s… Read more Sezon Whitmire, CPA, CFP®
Sezon's Specialization
- Trusts and estates
- Private wealth tax services
- Strategic tax planning and compliance
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