Helping you look ahead.
Our effective estate and gift planning services facilitate the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on your assets. Fluence will guide you through the complex process of getting your financial affairs in order.
Our unique approach
Creating optimal financial plans for transfer of family wealth and business control is an integral part of out unique approach. As advisors and experts, we approach each client’s wealth preservation from an individual and personal perspective.
Effective and efficient solutions
We work with clients to create effective and efficient wealth preservation solutions that minimize estate and gift tax liabilities, maximize heir inheritance, coordinate asset protection with estate planning objectives, and provide smooth transitions and transfers.
Learn how our team can help you with estate and trust planning. Call Fluence at 503-245-0766 or fill out our contact form today!