Vision Capital Management Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more.

Trusts and Estate Planning

What is a trust?

A trust is a legal arrangement that allows a third-party (known as a trustee) to manage assets on behalf of a beneficiary or beneficiaries. A trust is set-up by a person known as the grantor, sometimes also referred to as a trustor, who determines what assets are to be added to the trust and names the trustee and beneficiaries. Property put in trust is legally owned by the trust and can be any type of asset, including cash, securities, life insurance policies, or a home or other real estate.

Trusts and Estate Planning

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The Importance of End-of-Life Planning

End-of-life planning is not at the top of our to do list, especially when we are healthy. Unfortunately, death is inevitable. As Kilroy Oldster said, “death is the great equalizer of human beings.” We all experience death, it’s unavoidable. For many of us, it is an uncomfortable and even taboo subject matter to approach. Here is where a financial advisor can play a significant role in helping you plan for that moment, ease your anxiety, and help your loved one act on your wishes efficiently and accurately. End-of-Life planning [Read more…]

A Financial Checklist for a Single Parent

Parenthood comes with a lot of responsibility and that weight is amplified if you’re among the 23% of single parent homes in the U.S. As a single parent, managing your finances and getting to a point where you feel comfortable are important as you take care of yourself and your family. Though your budget may be smaller than those in two-income households, there are many things you can do now and going forward to set yourself up for success and protect your family’s future.

Checklist for a Single Parent [Read more…]

Estate Planning in the Age of COVID-19

Everyone’s least favorite subject is also one of the most important things to consider during a global pandemic: estate planning, the topic that brings about both the discomfort of facing our own mortality and the urge to ensure our affairs are in order. Perhaps the emergence of COVID-19 prompted you to speak with an attorney and get the ball rolling, or maybe you’ve already had your documents prepared but want to confirm that they’re up-to-date. Regardless of how far along you are in the estate planning process, it’s always a good idea to revisit your plans to make sure that you have everything you need.

Estate [Read more…]

Life Transitions: Getting Married

Getting married is the start of something exciting and should be a joyful time. You’ve found the love of your life and it’s safe to assume that thinking through the financial risks of merging assets is an uncomfortable subject between you and your spouse.

At the same time, there are practical matters that you should discuss during your engagement period to prepare for the unexpected. Communication is key to setting yourselves up financially and legally for whatever life sends your way.

Life Transitions - Marriage

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Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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