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Financial Planning and Wealth Management for Oregon PERS Members & Retirees
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  • Home
  • Who We Serve
    • Oregon Public Employees
    • Retirees
  • How We Do It
    • Hourly Consultation for Oregon PERS Members
    • Ongoing Wealth Management
  • Our Team
    • Collective Wealth Planning Team
    • Blog
    • Events
    • FAQ
    • Disclosures

Category Archives: Estate Planning

An Estate Planning Checklist for Your Head and Heart 

Blogs, Estate Planning, Listen, News, RetirementBy Brenna BaucumSeptember 19, 2023

An Estate Planning Checklist for Your Head and Heart Your estate plan isn’t just about distributing your assets; it’s also about ensuring your loved ones are taken care of, your wishes are honored, and potential complications are avoided. In this comprehensive guide, I’ll walk you through an essential estate planning checklist to help you make…

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Collective Wealth Planning, LLC is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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