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How to avoid sending your loved ones into probate court
Probate court in Oregon can take months and drain estate assets. Read our comprehensive guide on how to protect your family from a lengthy court process using strategic revocable living trusts and smart asset titling.
Are you opting out of your financial future?
Estate Planning is a complex area of law where misconceptions abound. It’s an area where what you think you know can be harmful—not only to you, but to the people you love. Americans, in general, face challenges when it comes to saving, investing, and planning for…
Even vampires need estate planning
Yes, even the undead need an estate plan. Seriously, just take a moment and hear me out. As we know, from such informed sources as The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do die, and it’s usually unexpected and…
Care committees can assist trustees of special needs trusts
Can you identify that one person who is an expert in disability law, housing, medicine, social work and knows all the members of your family and how they interact with each other? If you can, then they are the natural choice to serve as trustee of any Special Needs…
The Facts About a Trust Protector
A Trust Protector is a position with limited powers which is established within the Trust to ensure that the Trust isn’t adversely affected by changes in law, circumstances or actions of the Trustee. When I describe the position to clients, I like to compare the Trust…
Protecting an Inheritance for Both Old and Young Beneficiaries
A Discretionary Lifetime Trust doesn’t just benefit young beneficiaries or those who are financially inexperienced. It may protect those that are no longer fully competent or could easily be taken advantage of. Addlitionally, frivolous lawsuits and high divorce…
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Blog Posts
How to avoid sending your loved ones into probate court
Are you opting out of your financial future?
Even vampires need estate planning
Care committees can assist trustees of special needs trusts
The Facts About a Trust Protector
Protecting an Inheritance for Both Old and Young Beneficiaries
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