Category Archives: Estate planning

I frequently meet people outside the office who don’t have estate planning.  Many of them feel that it isn’t “necessary” at this point in their lives.  Commonly, these couples or individuals are parents, who have children under the age of 18.  My … Continue reading →

Most potential clients that call our office start the conversation by stating “I need a will!”  They are searching for peace of mind in knowing that upon their death their property transfer where they want and to who they want.  … Continue reading →

  The durable power of attorney is probably the most important document in your estate plan and may also be the least understood. What is it and how does it work? In a simple estate plan in Oregon, you generally … Continue reading →

Preparing your estate plan may not be the first item on your list of things to do to unwind.  But getting your estate planning done, may quiet that nagging voice in the back of your head that sometimes says, “What … Continue reading →

At the beginning of my initial appointment with estate planning clients I ask them what their goals are – or why did they come in to my office. I ask this question to gauge their understanding of the estate planning … Continue reading →