Estate Planning

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...

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,...

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...

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 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...

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...

For Oregon pet owners, there is no question the four-legged companions they live with are truly family members.  For this reason, it is increasingly common for people to consider the fate of their furry friends as part of estate planning. Here are three considerations...

One of the most important and emotional aspects of estate planning for parents is selecting guardians for their children. This task is important, as it ensures someone is named to care for the children if both parents are incapacitated or have passed away. Those who...

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...

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...