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Category: Estate Planning

Oregon Estate Planning, 2021, and You

As we head into 2021, we’ll be making lists, goals, and resolutions for things to do to help us have a better new year. A good thing to have on your list? Taking care of what matters to you, by either setting up or updating your estate plan, with a trusted Oregon estate planning lawyer by your side. In…

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Coronavirus/COVID-19, Oregon Estate Planning, and You

Oregon estate planning coronavirus

Over 1,700 people dead and over 130,000 confirmed cases (as of Jan. 15, 2021). Coronavirus/COVID-19 is a reality in Oregon. We hope that social distancing and other measures will help curb the spread of the disease. In the meantime, now is the time to review and update your Oregon estate plan. Or, if you don’t have an estate plan,…

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Is Your Oregon Power of Attorney Up to Date?

power of attorney

One important Oregon estate planning document is a durable power of attorney, or POA. What is a POA? In Oregon, your POA document gives another individual the authority to make financial and legal decisions for you if you become incapacitated and cannot make decisions for yourself. This document is “durable” because the authority persists even after your mental incapacitation….

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Estate Planning FAQ

estate planning FAQ

Ensuring you have a complete and appropriate estate plan can be a complex task. It is important to have the guidance and assistance of an experienced estate planning lawyer in Eugene throughout the process. The following are just a few of the questions people frequently have about estate planning. Do I need a will? If you are 18 years…

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Family Estate Planning in Oregon When You Have Children

estate planning lawyer

Your Oregon will and estate plan protects your family While it is a wise idea for any adult to have a comprehensive estate plan, it is especially important to have one if you have a young child. Many estate planning documents help you plan for your children’s futures should something happen to you. Discuss your needs with an experienced…

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What is an Irrevocable Life Insurance Trust?

irrevocable life insurance trust

Many people purchase life insurance policies to protect their loved ones if something happens to them and they pass away. Beneficiaries can use life insurance benefits to… Cover funeral and burial expenses Pay off debts Cover expenses after lost financial support Pay for college tuition or other large expenses, and more However, did you know that life insurance policies…

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When to Amend or Revoke Your Living Trust

A revocable living trust is called that for a reason: You have the option to revoke or change the trust document at any time. If two spouses create a revocable trust together, either spouse has the right to revoke the trust, but they must agree in writing to any amendments to the existing trust document. There are many situations…

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Oregon Power of Attorney: The Basics

One of the most helpful and practical parts of any good Oregon estate plan is known as the power of attorney, or POA. You’ve likely heard this term before, especially related to healthcare and finances, the two major areas that this form applies. So, what is the power of attorney and why should you complete this document? The power…

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What Type of Trust Is Right For You?

Let’s demystify trusts In the world of estate planning, things like wills and trusts are known as the bread and butter. Most people are familiar with how wills work, and why creating one can be beneficial. However, many people aren’t sure when it comes to trusts, especially because there is a pervasive myth that trusts are only for the…

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