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
Fortunately, the world has gotten smaller and deaths abroad are no longer the logistical disaster of some years ago. When you’re planning on traveling out of the country you should make sure you have your estate planning documents in place… Read More
Three years ago today, on March 14, 2016, the definition of marriage under Oregon law was extended to include same-sex couples. Married or not, it is important for same-sex couples to understand their estate planning options… Read More
Why not make 2019 the year you finally give yourself and your loved ones the peace of mind of a well thought out estate plan… Read More
Instead of politics, talk with your loved ones about estate planning. Make notes and discuss end of life wishes; ask family if they have done a will or trust; remind people that marriage or divorce may have invalidated an otherwise complete document… Read More
Yes! Most people would be surprised to hear that their college-aged child needs estate planning documents. At age eighteen, a child is legally considered an adult but may still benefit from the assistance and guidance of their parents… Read More
After someone dies, a court process known as probate may be required to ensure debts and taxes are paid and remaining assets are transferred to the rightful recipients… Read More
An ABLE account is a tax advantaged savings account for someone with disabilities with an onset prior to age twenty-six. Means tested programs like Supplemental Security Income (SSI), Medicaid, and Section 8 housing, have limits on resources and income… Read More
You may need a Guardianship or Conservatorship to be able make medical or financial decisions for your loved one. When an adult is no longer able to make important decisions because of a mental or physical illness, they often rely on their family and friends for help… Read More
The ABLE Act allows qualified individuals with a disabling condition to establish and fund a tax-advantaged savings account from which they can pay for disability related expenses… Read More