Many people think they do not have enough assets to warrant a plan. But the truth is, it is not just about the size of your bank account. It is about ensuring your loved ones receive care, no matter what the future holds. Why estate planning matters It is common for...
Personalized Legal Guidance with a
Forward-Thinking Approach
Estate Planning
Major life changes? Here’s when you should update your will
Estate planning involves more than just creating a will. As your life evolves, so should your estate plan. Your will needs regular reviews to ensure it accurately reflects your current wishes and circumstances. Updating your will protects your legacy and your loved...
Do you have an advance directive? Here’s why you need one
Many Oregonians might overlook the importance of advance healthcare directives in their estate planning. These crucial documents specify your healthcare preferences if you become unable to communicate. Creating an advance directive ensures healthcare workers respect...
Can I include my pets when crafting an estate plan?
Pets are more than just animals – they're loyal companions, confidants and beloved family members. But have you ever wondered what would happen to them if you were no longer able to provide care? This is a concern that resonates with many pet owners, and fortunately,...
6 tips that can help prevent family conflicts over your estate
Creating an estate plan can be a great way to safeguard your family's future and protect your assets. However, even carefully crafted plans could spark family disputes after your passing. Misunderstandings, unclear wishes, and unfair asset distribution might fuel...
Why estate planning matters for Oregon families
It is a widely held belief that estate planning is only for the wealthy and elderly. In fact, only about 33% of Americans have the proper documents established to protect their legacy and their loved ones' future. However, estate planning is crucial for everyone,...
What is an income cap trust, and how does it work?
Estate plans usually indicate people's wishes regarding their assets after death. However, specific estate planning tools have other purposes. Certain types of trusts, such as income cap trusts, could help provide individuals with ways to maintain eligibility for...
Estate planning info to know before signing a will
In Oregon and throughout the country, most people would rather discuss just about any topic other than their own mortality. Some, such as those who are diagnosed with a terminal illness, are forced to have such conversations as they come to terms with the reality of...
Estate planning tips for couples with multiple children
Estate planning with multiple children in the mix can be challenging at times. Children can have disparate values, life goals, and financial situations. Some may be suitable powers of attorney and executors, while others may be less so. Considering all of this, along...
What does a trustee do?
For many people putting together estate plans, trusts and trustees are important tools. Trust can help people be more specific about where assets go after they pass away, as well as potentially saving beneficiaries time or money when it comes to estate execution. In...