When a loved one dies, it can be a confusing and traumatic time for those who were close to the deceased. Unfortunately, most people in America complicate the situation more by neglecting to create an estate plan before their death. In fact, almost 70% of adults in...
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Month: April 2023
What are the benefits of a trust?
Many people have heard about trusts as part of estate planning, but they are not always well understood. While trusts can be a complicated topic, they are a wise tool in structuring estate plans for many Oregon residents. This is especially true for those with larger...
Top tips for business succession planning
Often, Oregon business owners understand the importance of succession planning but end up leaving it to “someday.” After all, busy business owners can have so many immediate, pressing matters to attend to. However, the truth is that leaving succession plans until...
Tips for effective investor communications
Maintaining strong, above-board communication with investors makes business sense. Besides the fact that it can keep value strong and keep lucrative relationships afloat, clear communication with investors is a legal requirement for businesses. Here are some tips...
Estate planning for a loved one with mental health issues
Estate planning is often a deeply personal process, and it is one that many people work through independently with the help of lawyers and other financial professionals. However, individuals with mental health challenges may depend on support from loved ones to...
The 4 types of buy-sell agreements
Buy-sell agreements are a critical tool for Oregon entrepreneurs and proprietors of all kinds. These agreements help to ensure that the business or businesses an owner worked so hard to build are properly transitioned when they are no longer able to run them due to...
Tips for involving non-family stakeholders in succession planning
Succession planning advice often revolves around family issues and dynamics, but for many businesses, stakeholders outside of the family may also come into play. This is particularly true for those who have non-family members in executive positions within their...
How to include an art collection in estate plans
In estate planning, objects with emotional value can often be some of the hardest to address. Art collections often fall into this category. Collections often carry a great deal of value in terms of the owner's taste and emotions, making them a less straightforward...
Tips for discussing a merger with employees
For a business owner, a merger can be great news, as it is a chance to grow the business, open up to new markets and increase profits. But, for employees, the news of a merger can be scary or off-putting. They may wonder what the future holds for them personally and...
Estate planning considerations for single people
Often, estate planning advice seems directed at individuals who are married with children. However, the reality is that many Oregon residents preparing estate plans are unmarried. Single people taking on estate planning have unique considerations and challenges. Here...