Request for Information

Please complete the form below, or you may contact us by phone at (541) 737-6125.

I would like more information regarding:

Estate Planning

Gifts from a Will or Trust

Gifts of Retirement Assets

Gifts of Real Estate

Life Income Gifts

Other:

I am not sure which gift plan works best for me. Please contact me about my possible options.

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Name: *

Address: * Address (Cont):

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Type of Assets:

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