In today’s digital age, a significant portion of our lives is stored online. From financial records to treasured photos, many assets are no longer physical but digital. While traditional estate plans often focus on real property, bank accounts and personal belongings,...
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Estate Planning
3 times to review your estate plan
It’s very important to review your estate plan at certain times. Failing to conduct a review means you’re never going to make updates, so your plan could be significantly outdated by the time your family ends up using it. But exactly when should you conduct these...
The role of charitable giving in estate plans and tax management
Charitable giving plays an important role in estate planning and can provide significant tax benefits. By including charitable donations in an estate plan, you can support causes you care about while reducing estate taxes and other financial burdens. Careful planning...
What are the consequences of dying intestate in Oregon?
Without a will, your estate may not be distributed how you expect. Dying intestate means state law determines who inherits your property. This can create unnecessary stress for loved ones and lead to unintended outcomes. How Oregon handles intestate estates When...
What are the tax implications of inheriting retirement accounts?
Inheriting a retirement account can provide financial security, but it also comes with tax responsibilities. Understanding these implications and how estate planning can help manage them is important. Income taxes on inherited retirement accounts Most retirement...
How will the Great Wealth Transfer shape estate planning today?
The 'Great Wealth Transfer' is one of the biggest shifts of money in history. Baby boomers will pass down trillions of dollars to their children and grandchildren in the coming years. This huge transfer of money will change how families plan for the future and make...
How can blended families create fair estate plans?
Blended families face unique estate planning challenges. When children from previous relationships are involved, it is crucial to create an estate plan that ensures all loved ones receive care. The right strategies balance the needs of both the current spouse and...
Managing digital assets in Oregon estate planning
Digital assets are becoming a key part of modern estate planning. Digital assets include everything from online banking accounts to social media profiles and digital photos. If not properly addressed in an estate plan, these assets can become inaccessible to loved...
Do you need an attorney to settle an estate?
Settling an estate in Oregon can be a complex process. Whether you need an attorney depends on the size and complexity of the estate and your understanding of probate laws. In Oregon, probate is typically required for estates valued over $200,000 for real property or...
7 key steps for estate planning in Oregon
Estate planning is essential for managing your assets and ensuring their distribution according to your wishes after passing. Here are seven key steps to help you create an effective estate plan in Oregon. 1. Identify your assets Begin by cataloging everything you...