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Category: Estate Planning

What Steps Are Involved in the Estate Planning Process?

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You’ve worked hard, you’ve saved, and you’ve invested, but have you planned for the future of your estate? Finding an estate…

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The Benefits of Trusts in Estate Planning

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You’ve worked hard to amass your wealth; now it’s time to protect it. Trusts, a crucial tool in estate planning,…

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What Are the Most Common Estate Planning Mistakes?

Estate Planning Attorney Oregon City OR

You’ve worked hard for your assets, haven’t you? So, it’s only fair you’d want to protect them, even after you’re…

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Standalone Retirement Trusts

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Protecting Retirement Accounts After the SECURE Act On December 20, 2019, President Trump signed the Setting Every Community Up for…

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Watch Out for the Capital Gains Tax

Watch Out for the Capital Gains Tax

Watch Out for the Capital Gains Tax The doubling of the estate tax exemption might mean you do not have…

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Probate and the Problem with Cryptocurrency

Probate and the Problem with Cryptocurrency

Probate and the Problem with Cryptocurrency The death of Matthew Mellon shows how a lack of planning can cause problems…

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The Benefits of a Revocable Living Trust in the Time of COVID-19

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Revocable Living Trusts: Important Tools During the Pandemic Americans reacting to the spread of the Novel Coronavirus (COVID-19) should ensure…

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Five Steps to Spring Clean Your Estate Planning

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Estate Planning During Quarantine In a time where many of us are spending more time in our homes than we…

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Are Your Heirs Ready?

Are Your Heirs Ready?

Are Your Heirs Ready? Everyone is aware that it is not a good idea to let minor children inherit a…

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Getting Organized

Getting Organized

Getting Organized Have you have ever needed to find a particular document but could not remember exactly where you put…

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Getting Organized

Getting Organized

Getting Organized It is a good idea to get organized if you want to make things easier for your family…

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Have Your Plans Changed?

Have Your Plans Changed?

Have Your Plans Changed? When you create an estate plan, the attorney who drafted it for you, will likely remind…

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