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Category: Estate Planning

Oregon estate planning trusts: Which one to choose?

Oregon Estate Planning Trusts

It’s easy to think of Oregon estate planning trusts as one type of document. In fact, there are lots of different types of trust. Each has a specific use that can be beneficial to a set of circumstances. Talking about trusts is more like talking about a tool box: It’s a broad term that encompasses many different types of…

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3 reasons a trust could be perfect for your Oregon estate plan

When it comes to your estate planning in Oregon, a trust may be the perfect solution you didn’t realize you needed. Trusts aren’t just for the wealthy either. Everyday Oregonians can benefit from having a trust as part of their estate plan. The reason is simple: At its heart, a trust is simply an agreement where assets are managed…

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Oregon estate checklist: What to do after someone passes away

Oregon Estate Checklist

When someone passes away and you need to manage the affairs of their estate, it helps to have an Oregon estate checklist. From probate court to making public notice to creditors, ordering death certificates to canceling streaming services, those first weeks after someone passes away are full of tasks big and small. In the first 24 hours During that…

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How long does probate take in Oregon? Here’s a realistic timeline

How long does probate take in Oregon? At a minimum, 5 months, but 6-9 months is a more typical, realistic timeline. Often probate can take longer. Let’s look at what probate is, and why it takes months—or sometimes even years—to conclude. What is probate? Probate. The word alone can sound intimidating, but probate doesn’t have to be scary. Is…

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Can verbal gifts replace your Oregon will and estate plan?

Verbal gifts outside of a will: It’s often thought that when someone says they want you to have something when they die, then that will happen. Some might point out that an oral contract is supposed to be legally binding. Or that what someone said should outweigh what’s in that person’s will or estate plan. Unfortunately, verbal gifts can…

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Succession planning: How does it work for Oregon businesses?

Oregon business succession planning

Succession planning ensures your business avoid the risks and pitfalls of failing to plan for the future Once upon a time, someone who owned a business died, had no succession planning in place, and the entire enterprise became a complete mess. Sometimes the situation gets so bad, the business fails. Pretty much every business owner or partner has heard…

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Can you forgive debts in your Oregon will?

Can you forgive debts in your Oregon will? You can, but there is a lot to consider first..

When you are creating or updating your Oregon will, you might wonder if you can forgive debts in your Oregon will. Your estate plan can include provisions about forgiving, or canceling, debts owed to you. Forgiving debts in your will is a powerful tool. But like any powerful tool, it must be used with care. When it comes to…

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Don’t make these 7 common Oregon will mistakes: Be careful what you promise

Your Oregon will is a crucial document. However, it’s not the place for every wish, preference, or instruction you communicate as part of your Oregon estate plan. It’s important to be careful with what you promise, instruct, or designate in your will. Here are 7 common will mistakes you want to avoid. 1. Conditions that can’t be enforced in…

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