Estate Planning Services Tailored to Your Goals
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 documentation. 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 reduce your taxable estate and optimize your financial planning.Â
- Asset Titling and Estate Plans: Guidance on titling assets and establishing a comprehensive estate plan, whether starting from scratch or refining an existing framework.Â
- Personalized Goals: Sitting down with you to discuss your specific objectives, from supporting family members to charitable giving.Â
- Family Limited Partnerships: Creating structures to maximize discounts and manage gift tax returns and valuation.Â
- 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
- Collaborative Approach: Working alongside your attorney to provide holistic estate planning advice and recommendations.Â
- Specialized Advice for Oregon Residents: Tailored strategies considering state-specific regulations and time horizons.Â
Why Choose Aldrich?
- Focused Guidance: Benefit from our deep experience in estate planning and tax strategies.Â
- 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 help you plan for the future, ensuring your assets are managed and transferred according to your wishes.Â
Get Started Today
Whether you’re looking to reduce your taxable estate, support your loved ones, or contribute to charitable organizations, our team is here to help you achieve peace of mind with a tailored estate plan that reflects your values and goals. Contact us today to schedule a consultation and take the first step towards securing your legacy.Â
Trust + Estate Planning Newsletter
Meet Our Professionals
Director of Private Wealth
Meghan Burton, CPA
Aldrich CPAs + Advisors LLP
Meghan Burton has two decades of experience providing strategic tax planning and compliance to high and ultra-high net worth individuals and privately held companies and their owners. Meghan received a Bachelor of Science in Business Administration with an emphasis in accounting from California State University, Long Beach.
Meghan's Specialization
- Certified Public Accountant
- Strategic Tax Planning + Compliance
- High and Ultra-High Net Worth individuals
Looking for support or have a question?
Contact us to speak with one of our advisors.
"*" indicates required fields
