ESTATE & LEGACY PLANNING

You have worked hard to accumulate wealth, but what does that mean if you lose control of it at death; or lose a large portion of it to unnecessary taxes? Taking steps now can help reduce or even eliminate the burden of taxes, keep control of your money and even help you pass on wealth for generations to come.

At Camas, we provide comprehensive consulting and planning solutions that focus on helping you design the Legacy Plan that fits your goals and desires. We will also coordinate with other professionals to ensure that your plan is implemented properly.

Estate and Legacy solutions may include:

  • Life Insurance

  • Wills and Powers of Attorney

  • Health Care Directives

  • Revocable Living Trusts

  • Asset Protection Trusts

  • Irrevocable Life Insurance Trusts

  • Estate Tax Reduction

  • Discounted Gifting

  • Grantor Retained Annuity Trusts

  • Charitable Planning

  • Special Needs Planning

  • Multi-Generation Planning

Some key estate planning questions to ask yourself:

  • Have you reviewed your Estate Plan and Documents within the last 3 years?

  • Is life insurance part of your Estate Plan?

  • Is your Estate protected from probate?

  • Is your Estate Plan designed to control estate and income tax at your death?

  • Does your Estate have the proper liquidity to cover expenses and taxes at your death?

  • Have you considered charitable giving to be part of your estate plan?

  • Is your Estate Plan designed to pass on your wealth to multiple generations?

Getting advice begins with a simple conversation.

LET’S TALK