For years, Oregon has maintained one of the lowest estate tax filing thresholds in the United States. However, recent legislative developments signal a potential significant shift in how the state handles the transfer of wealth after death. On February 24, … Read More
When an attorney asks if you have a Will, does he or she mean a Last Will and Testament, a Pour-Over Will, a Living Will, or all of the above? You may be thinking, “I thought these were all the … Read More
I am married with a prenuptial agreement, do I also need a Will or a Trust? A prenuptial agreement is a contract between spouses that binds you in the event of a death or divorce. It sometimes addresses obligations during … Read More
We often get the question from potential clients regarding whether they should hire us or use an online drafting service to create their estate planning documents… Read More
When Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act in March of this year, most people focused in on the stimulus payment. However, if you have retirement savings, there may be additional helpful provisions in the Act… Read More
The Coronavirus Aid Relief and Economic Security Act, also known as the CARES Act, has resulted in most individuals receiving a one-time Economic Impact payment from the IRS… Read More
Many of us have more time on our hands during this novel coronavirus (Covid-19) pandemic. One silver lining is this gives us a chance to tackle some of those items on our To-Do lists… Read More
The hesitancy to plan for death as part of life is a common reason for not having a will. We like to reframe the conversation by teaching why a will should be considered a living document… Read More
Q: I am a resident of Oregon and own property in Canada. One piece is a condo at Whistler, BC and the other is one is ownership of half of a home that my sister and I inherited from my mother. … Read More
If you plan on residing in Oregon (or any US state) and you own things, particularly if you have family here, you should do at least a minimum of estate planning… Read More