Preserving Family Harmony After a Death After eighteen years of helping families through probate and post death administration, I have…
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Buffett on Raising Heirs
Buffett on Raising Heirs Warren Buffett has some advice for wealthy people who are concerned that their heirs will lack…
Have Your Plans Changed?
Have Your Plans Changed? When you create an estate plan, the attorney who drafted it for you, will likely remind…
Getting Organized
Getting Organized It is a good idea to get organized if you want to make things easier for your family…
2020 Federal Legislation Brings Major Changes to IRA Planning
2020 Federal Legislation Brings Major Changes to IRA Planning A person’s retirement accounts are often a significant part of their…
Blockchain for Estate Planning
Blockchain for Estate Planning Some people think that the future of estate planning is in using blockchain technology to manage…
Going to the Casino
Going to the Casino When people go gambling with money that is not theirs, the results are rarely like the…
Thinking of Doing Your Own Estate Plan?
Thinking of Doing Your Own Estate Plan? Most people would prefer to avoid paying for the services of an attorney,…
Watch Out for the Capital Gains Tax
Watch Out for the Capital Gains Tax It is assumed by most people that since the federal estate tax exemption…
Is it Time to Update My Estate Plan?
Is it Time to Update My Estate Plan? There are many reasons to review and update your will and other…
Oregon Gives You Control Over Transfer of Digital Assets and Accounts
Oregon Gives You Control Over Transfer of Digital Assets and Accounts So much of our business and personal lives is…
The Positive Death Movement
The Positive Death Movement Death has typically been a taboo subject in our culture. We all know that it will…