Estate Planning

Protecting Your Legacy, Securing Your Family’s Future

At Visoria Stamm, we provide compassionate and sophisticated guidance to help you create a comprehensive estate plan that reflects your unique values and goals. We understand that every family is different, which is why we take the time to listen to your story and craft a plan that provides true peace of mind. We do not rush you through this process. We listen. 

We design customized estate planning solutions for clients across Oregon, Washington, Florida, and Colorado. We are adept at navigating the specific laws of each state to ensure your plan is not only effective but also optimized for efficiency and asset protection.

Our Estate Planning Services Include:

  • Wills & Revocable Living Trusts: The foundational documents of any estate plan, ensuring your assets are distributed according to your exact wishes.

  • Powers of Attorney: Designating a trusted individual to make financial and healthcare decisions on your behalf if you are unable to do so.

  • Advance Healthcare Directives (Living Wills): Outlining your specific wishes for medical treatment, easing the burden on your loved ones during difficult times.

  • Irrevocable Trusts: Sophisticated planning tools for asset protection, tax minimization, and specific legacy goals, including Special Needs Trusts and charitable planning.

  • Guardianship Nominations: Naming the individuals you trust to care for your minor children, one of the most critical decisions any parent can make.

  • Business Succession Planning: Creating a seamless strategy for the transition of your business to the next generation or new ownership.

  • QTIP Trusts (Qualified Terminable Interest Property Trusts): A powerful tool for married couples, a QTIP Trust ensures your surviving spouse receives income for life while you maintain control over the ultimate distribution of assets to beneficiaries (like children from a previous marriage) after they pass, qualifying the assets for the marital deduction.

  • Decedent's Trusts (or Family/Bypass Trusts): Created upon the death of the first spouse, these trusts are strategically designed to use the deceased spouse's remaining estate tax exemption to shelter assets from estate taxes, providing income or principal to the surviving spouse without including those assets in their taxable estate.

  • Gun Trusts: Secure the legal transfer and ownership of your firearms, ensuring compliance with complex federal and state regulations while minimizing future liability and complications.

Whether you are just starting your family, planning for retirement, or navigating a complex financial portfolio, our team is here to provide the clarity and expertise you need. Let us help you build a durable plan that secures your legacy for generations to come.

For further helpful information, please review our Estate Planning Overview, Estate Planning Checklist, and State-Specific Insights pages.

Step 1: Consultation

A personalized meeting where we discuss your family, finances, and concerns to define clear objectives, beginning the collaborative process of creating your secure, customized estate plan.

Step 2: Strategy

We design your customized plan, detailing all tools and answering questions. A follow-up meeting is scheduled to review every document before the formal signing and notarization, bringing your plan to life.

Step 3: Implementation

An estate plan is only effective if your assets are properly aligned with it. We will help you retitle key assets into the name of your trust. This ensures the trust can function as designed, keeping your family out of probate court.

Step 4: Partnership

Your life and the laws are constantly changing. As your long-term advisors, we'll stay in touch and recommend periodic reviews. This ensures your plan evolves with your family, finances, and the law, guaranteeing it works when your loved ones need it most.

You deserve a dedicated and experienced estate planning team. Contact us to discuss how our strategic and personal approach can help you achieve your family’s goals.