Oregon Estate Planning: The Basics
Basic Estate Planning Are you considering creating or updating your estate plan? Here is some helpful information to help you understand the basics about estate plans. What is an Estate Plan? An estate plan is a set of documents that provide instructions regarding...
Care and Estate Planning for Alzheimer’s Patients
Originally published in the Portland Business Journal on March 14, 2016. Co-written with Tracy Morgan, executive director at the Alzheimer’s Association’s Oregon Chapter. Since 1982, the Alzheimer’s Association has invested more than $350 million in...
Portland estate planning question: I received an inheritance. What should I do?
According to estimates given by MetLife, two-thirds of baby boomer households will receive some inheritance over their lifetimes, with a median amount of $64,000. For many families, this is a substantial amount of wealth and families struggle with knowing how to view...
Estate Planning for Unmarried Couples: What You Need to Know
More Americans are not marrying, although some couples choose to live their lives together and remain unmarried. The decision to not marry can have some surprising, unexpected outcomes with regard to estate planning and inheritance considerations. Here are a few...