Wills and trusts serve a number of important purposes when you die. They allow you to designate how you wish your property to be distributed to your loved ones. In addition, they allow you to designate guardians for your children and who you wish to administer the distribution of your estate or act as a […]
A power of attorney is an important lifetime planning tool. A power of attorney is a document that gives a person the power to act on your behalf under circumstances you designate during your lifetime. These circumstances often include if you become unable to act on your own behalf because of illness or incapacity. Other […]
In Oregon, a legal document called an Advance Directive gives you a voice in your medical care in the event you become unable to make your own health care decisions. For this reason, we recommend that our clients execute an Advance Directive as part of their healthcare and end of life planning. The Advance Directive allows […]
We all hope that the money we pass along to family and loved ones will bless their lives. We may hope the money will allow them to flourish and find meaningful work. Or, we may hope the money will allow them to grow their own financial success, perhaps allowing them to purchase a family home, seek […]
A thoughtfully prepared estate plan can bring tremendous peace of mind. An estate plan helps ensure the money and other assets we’ve work hard for are preserved and passed on to the loved ones or charitable organizations you care about. But, a well-crafted estate plan can address many other concerns we might have. A well-crafted estate plan […]
A trust is one of the common estate planning options individuals or couples choose. Trusts used in estate planning include revocable and irrevocable trusts created by agreement during the life of the trust settlor—i.e. the person who creates the trust. Revocable trusts (often called a “living trust” or “inter vivos trust”) are the most common […]