Estate Planning

Getting Organized is Essential

Many of us don’t want to think about the topic of estate planning as it often relates to our mortality and difficult conversations. Many will seek the assistance of attorneys who may specialize in estate law to prepare our estate planning documents. However, clients too often aren’t guided through the important thought processes and considerations that need to be made when planning these documents. Whether large estates or small, many important options can be weighed. August Wealth Management guides clients in looking at what they’d like to see happen with their estate and then assists in crafting a dynamic plan to address those wishes.

Many tools can be used to accomplish a wide array of goals in an estate plan. By using any combination of wills, trusts, power of attorney, insurance options, charitable gifting methods and more, August Wealth Management can assist in sorting out the options to develop a clear and well-reasoned estate plan that addresses present day realities in conjunction with hopes for the future. Your options are so incredibly wide open that having an experienced guide working with you will help to make this task far less daunting than it may seem, so please contact us to start the ball rolling.

stock photo

News

  • After a very long time, a move was in the cards. Come see our new office spaces at 66 Pearl Street, Suite 310 in Portland. More space, a better set-up, and a great location. We hope you'll like it. read more »
  • Many of us are parents and we have visions of a wonderful life for our children.  As they grow, there are times where we want to assist them financially.  Time.com's Money section fielded a...  read more »

Unsure of what you need?

Find what's right for you and your lifestyle