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Category: Estate Planning

What are guardianships and conservatorships in Oregon?

Understanding what a guardian is and what a conservator is You might have seen it on a permission or a release form: “parent or guardian.” Or perhaps headlines about someone being in a “conservatorship” has piqued your interest, but also stirred up your confusion. After all, what are guardianships and conservatorships in Oregon? Are they for health? Finances? Adults?…

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What’s the difference between an heir and a beneficiary?

Who you include, exclude, and don’t mention in your estate can make all the difference in whether someone receives a bequest or is left out of your will When people consider whether or not they need an Oregon will, or who to include and exclude in their estate, it can get confusing. For example, do you need to mention…

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Kids and grief: Estate planning is part of healthy grieving

Grief has emotional and pragmatic sides. An estate plan helps you work through both Estate planning isn’t just about the pragmatic nuts and bolts of what to do with your property after you pass away. It can also help families prepare for and grieve loss healthily, especially when it involves kids and grief. This came home to me personally,…

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Succession planning for Oregon craft beverage businesses

Every brewery, winery, and distillery needs an estate plan The founders, owners, key management, and rank-and-file employees all take pride in what they help make. However, through retirement, change of interest, health, or other circumstance, all founders and owners need to consider how to transition out of running the business. Whether a brewery, distillery, or winery, succession planning for…

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What is the difference between probate and small estate in Oregon?

Full probate vs small estate in Oregon It’s true: In Oregon, most estates have to go through probate. Except for a little thing called the small estate proceeding. What is the difference between probate and small estate in Oregon? Here’s what small estate is, why it matters, and how you and your attorney can figure out if an estate…

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Will contests: What happens after a will is contested in Oregon

Will contests are difficult legal challenges that can be lengthy, expensive, full of emotional ups and downs, and not always successful. However, sometimes a legal challenge to a will succeeds. When it does, what happens after a will is contested in Oregon? What is a will contest? Put simply, a will contest is when an interested party disputes the…

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How to find an estate planning lawyer in Oregon: 6 questions to consider

What to look for in an estate attorney in Benton, Coos, Deschutes, Douglas, Lane, Lincoln, and Linn counties People need an estate planning attorney in Oregon for so many reasons. Someone might be dealing with an estate from someone who passed away. Or, a person might be working on creating their first estate plan, or updating one that no…

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