Estate Planning

If you'd like to provide for your immediate family in Oregon when you die, setting up a solid estate plan is essential. It can help ensure property goes to the proper beneficiaries, minimize expenses and taxes, and make it easier for your family to make decisions when...

Do-it-yourself estate planning refers to using an online document library to obtain and record your end-of-life wishes. While seemingly convenient and cost-effective, DIY planning often overlooks the nuances that are essential to creating a customized estate plan, and...

The probate process in Oregon is emotionally draining already, but it can also be expensive for those who do not take care to minimize costs. There are some basic ways to cut down on the price tag for probation as well as speed it up. Cutting Costs The best way to cut...

Living trusts could help you save on estate taxes and speed up the probate process in Oregon. Trusts are also a way of keeping some of your wealth a secret when you pass it on to beneficiaries. You should understand what's suitable to deposit into a trust before...

It’s hard to figure out what to do immediately after a person passes away in Oregon. There are a lot of moving parts that need to be taken care of and frankly, it can become overwhelming. Estate plans will often name an executor of estate. This person is usually a...

Estate planning is one of the most important things that you can do for yourself and your loved ones in Oregon. It can be difficult to think about, but it is crucial to have a plan in place in case something happens to you. You may have questions about the most...

When setting up an estate plan, many Oregon residents turn to revocable living trusts to hold funds for their beneficiaries. Revocable trusts have several notable features that you should consider when weighing your alternatives. How revocable living trusts work...

One of the primary goals of an estate plan for Oregon residents is bypassing the probate process as much as possible. Probate essentially exposes certain personal assets to creditors and tax assessors following the passing of a primary asset holder, and many times...

Estate planning is an overwhelming process to go through while in the midst of the grieving process if an Oregon loved one passes away. Life continues moving on when tragedy strikes, sometimes seemingly without you, and you must continue with the challenging and...

Estate planners include lawyers, accountants, and financial advisors who specialize in estate planning. They provide services that help individuals, property owners, and businesspeople in Oregon to transfer assets to their beneficiaries. They are required to possess...