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Business Hours 8:00am - 5:00pm
(503) 660-8422
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(503) 660-8422
Ready to talk
Business Hours 8:00am - 5:00pm
Text Us Now
Ready to talk
The Foundation’s goal is to provide free, thoughtful estate planning to aid in the distribution of your estate and avoid unnecessary tax implications.
Over the last decade over $2 billion was deducted from resident estates by the state of Oregon in estate tax. In Oregon , any estate over $1 million in total assets is subject to a massive 10% to 16% tax burden.
Surveys from a number of reputable organizations consistently report that an estimated 70% of Americans do not have an estate plan. And in some cases, the estate plans that do exist are in need of review and revisions.
The two primary reasons for this condition are lack of knowledge and procrastination.
70% of Americans currently do not have an estate plan. The two primary reasons for this condition are lack of knowledge and procrastination.
The Foundation has initiated a strategy to address the lack of knowledge barrier by establishing a consulting agreement with Mr. Lon Dufek to assist individuals in the estate planning process. Mr. Dufek has over 25 years of experience in the estate planning for the Providence Foundation and is considered an expert in the field. Interested parties can receive a detailed confidential estate planning consultation with Mr. Dufek free of charge.
Register for an optional free estate planning seminar, or go immediately to step 2.
Meet confidentially with Mr Lon Dufek to create a customized Estate Plan outline .
With your customized plan in hand, an estate planning attorney can draw up the appropriate documents to finalize your plan.
These testimonials highlight our client’s satisfaction, the benefits they’ve received, and why they would recommend us to friends and family.
"Their retirement planning advice gave me peace of mind knowing I'm on track for a comfortable future and assuring I'll maximize benefit to my family."
"I'm a tough customer, and they sure impressed. Thanks to their guidance, I've seen my financial situation improve over time. They truly care about my success."
"They explain complex financial concepts in simple terms, which has made me more proactive with my finances. I trust their advice completely"
"Working with St Johns Catholic Community Foundation for my estate planning was an eye-opening experience. The team took the time to really understand my family's needs and goals, and created a plan that made me feel confident about the future. They walked me through every detail, from setting up my will to managing trusts, and answered all of my questions. I now have peace of mind knowing my assets are protected and my loved ones are taken care of. I’m incredibly grateful for their guidance and expertise."
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