We Will Be There
When You Need Us the Most!
It’s not too late to plan ahead. Schedule a time to visit with
your own aFEPI Estate Planning Professional now.
The Sky's The Limit
Estate Preservation And Protection Specialists
When someone says “trust” or “trust fund” you may imagine a well-to-do family in a mansion with decades of wealth passing from generation to generation. But there is nothing to stop you from protecting your assets with the same legal vehicles these families use, and it doesn’t have to cost an arm and a leg to do so.
You and your family can enjoy the benefits of a trust. And in most cases, it is the most effective way to eliminate or reduce inheritance taxes, gift taxes, capital gains taxes, income taxes and estate taxes. Not to mention you skip the probate fees and delays that come with passing your assets on to your heirs through a will.
Estate Planning
Estate planning is a vital process to protect your assets, honor your wishes, and provide clarity for your loved ones. Many assume estate planning is only necessary for the wealthy, but the truth is, individuals and families at all financial levels benefit greatly from having a plan. Homeowners, in particular, face unique challenges if they lack proper estate documents. Without a comprehensive plan, state laws take control, deciding how your assets are distributed. This can result in lengthy delays, expensive fees, and added stress for your family during an already difficult time. Taking steps now ensures your legacy is managed according to your intentions while sparing your loved ones unnecessary complications.
Living Trusts
Revocable and irrevocable trusts are essential tools for estate planning, each serving distinct purposes. A revocable trust provides flexibility, allowing you to modify or revoke it during your lifetime, making it ideal for avoiding probate and simplifying asset transfers. It also offers privacy by keeping your estate out of public probate records. An irrevocable trust, by contrast, offers stronger asset protection and tax advantages by permanently transferring ownership of assets out of your estate. This type of trust shields wealth from creditors and estate taxes, ensuring greater financial security. Together, these trusts safeguard your legacy, protect your wealth, and ensure your wishes are fulfilled.
Veterans Trusts
As a Veteran, your dedication to our country is immeasurable, and you deserve every benefit available for your commitment. One of the most impactful yet little-known programs is the Aid & Attendance Benefit, a tax-free pension offered by the Department of Veteran Affairs. This financial assistance can provide thousands of dollars annually to help cover the cost of long-term care, whether in your home, an assisted living facility, or a nursing home.
Medicaid Asset Protection Trust
Long-term care can quickly deplete your savings, but a Medicaid Asset Protection Trust (MAPT) helps you preserve your wealth while qualifying for Medicaid benefits. By shielding your assets from Medicaid’s strict limits, a MAPT ensures financial security for you and your loved ones. Plan ahead to safeguard your legacy, avoid costly spend-downs, and maintain access to the care you need.
Special Needs Trust
Planning for a loved one with special needs requires care and expertise. A Special Needs Trust ensures they receive the financial support they deserve without jeopardizing vital government benefits like Medicaid or SSI. Let AFEPI help you navigate this essential planning tool to provide peace of mind and a lifetime of care. Protect their future today!
Tax-Advantaged Accounts
Building, preserving, and growing your wealth requires a strategic approach and access to the best financial tools available. With the Legacy Builder Program, we offer customized strategies designed to help you achieve long-term financial security and peace of mind.
We Are a Here To Help You!
We help people from every walk of life protect their assets (and heirs) from the stress and drama of probate – and in most cases, we do it for less than the majority of estate planning attorneys. Estate preservation is more than drafting trusts and wills and handling estates. We counsel clients and present practical, tactical plans and suggestions for the preservation and the tax-sensitive distribution of your assets to your beneficiaries. We are experienced estate planners, tax planners, and trial attorneys. We are with you for the long haul. It’s not too late to plan ahead. Schedule a time to visit with your own estate planning professional now.
Why Choose AFEPI NW?
Personalized Approach: We understand that every client’s needs are unique, and we craft custom solutions that work for you.
Expertise You Can Trust: With years of experience in estate planning, we provide sound advice and innovative strategies.
Local Focus, Northwest Expertise: Proudly serving Oregon, Washington, and Idaho, we’re deeply familiar with the laws and regulations that matter to you.
Take the First Step Today!
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
Here’s what you can expect from your complimentary consultation:
A Comprehensive Review of Your Needs: We’ll take the time to understand your financial and family situation, your goals, and your concerns.
Clear Explanations: Estate planning can feel overwhelming, but we simplify the jargon and outline your options in straightforward terms.
Tailored Strategies: Whether it’s asset protection, tax advantage accounts, or veterans’ trusts, we provide recommendations that align with your specific circumstances.
A Path Forward: You’ll leave with a clear understanding of your next steps and how we can support you in achieving your estate planning goals.
Why Wait? Your Future
Deserves Attention Now.
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
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Our Partners
Christopher Moore, Your Legacy Builder
Let’s Build Your Legacy Together
The best time to secure your future is now. Whether you’re just starting or need to refine your current plan, I’m here to help you navigate the complexities of estate planning and asset protection with care and expertise.
Why I’m Passionate About Estate Planning
Estate planning is about more than protecting assets—it’s about protecting legacies. As your trusted guide, I bring together my business acumen, leadership skills, and coaching expertise to help families and individuals across Oregon, Washington, and Idaho build a future of security, prosperity, and peace of mind. Whether you’re considering a revocable trust, irrevocable trust, veterans’ trust, or exploring tax-advantaged strategies, my goal is to empower you with clarity and confidence every step of the way.
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