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Category: Estate Planning

Finances and estate planning in Oregon: Should I do a POD or TOD on my accounts?

It’s crucial to designate what happens to your financial accounts When it comes to finances and estate planning in Oregon, many Oregonians hold financial accounts that have payable on death (POD) or transfer on death (TOD) designations. With POD/TOD designations, you select who gets the account upon your passing. But should you use POD or TOD? Sometimes yes, sometimes…

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Wills in Oregon: Do I need one?

Creating and maintaining wills in Oregon is a backbone of any estate plan. A will is an essential document for every adult, including in Oregon. Wills in Oregon: What can your will do? Here are a few ways a will is useful for you, your estate, and those you care about. A will: Provides direction for what to do…

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