NW Legacy Planning

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FAQs

The 50+ Bride (or Groom)

Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had a lifetime of solidifying your ...
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FAQs

Millennials, This Isn’t Your Parents’ Financial and Estate Planning

Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and grandparents, and as a result ...
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FAQs

Retirement and Estate Planning: Unmarried Couples vs Married Couples

Although some couples remain unmarried to protect their estates, that strategy may backfire if you end up paying estate taxes. If you choose not to ...
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FAQs

Not So Strange Bedfellows: Your Financial and Estate Plans

“It’s important not to look at financial planning in a vacuum. Estate planning is intertwined with the financial plan.” According to Nicole Hart, director of trusts ...
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FAQs

Baby Boomers May Not Be Thinking About Their Estate Plan

“If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement,” says Carol Kroch, managing director, wealth ...
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FAQs

Seniors Often Make These Retirement Planning Mishaps

Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning. Sometimes knowing what NOT to do ...

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Blog

NW Legacy Law Runs Hood to Coast

NW Legacy Law Runs Hood to Coast

Nicknamed the “Mother of All Relays”, Hood to Coast is a long distance relay of over 200 miles from Mt. Hood to the sandy beaches ...
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Recent Reviews

★★★★★

My Dear friend asked me to be the executor/trustee of her estate. I agreed not knowing how complicated that could be. Jake at Legacy Law walked me through each step and took care of most of the work needed. I am so thankful my friend chose Legacy Law to handle her trust as it made it so much easier for me.

Bonnie Bourdag

From start to finish, everyone at NW Legacy Law made the process of setting up a Trust as easy as possible. They are a very professional yet friendly and down-to-earth group to work with. We highly recommend their services!

Sarah Tidland

Kayleigh and team did a great job for us setting up our trust. She walked through every step thoroughly and always asked if we had questions to confirm our understanding. Very professional but personable at same time. Thanks!

Cynthia Cooke

Clear explanations and responsive service. We felt supported at every step.

Brenton Farner

Everything was amazing. The whole team was fantastic. Special thanks to Kayleigh for making the entire process run so smoothly and for making everything super easy to understand when setting up our trust.

Lisa Fogel

Contact Us

1003 Officers Row Vancouver, WA 98661
info@nwlegacylaw.com
(360) 975-7770
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