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7 Reasons to Update Your Estate Plan

By |2021-06-30T07:16:06-07:00June 30th, 2021|Estate Planning|

One of the biggest mistakes that someone can make in terms of estate planning is not updating their plan after certain life events. There are several common life situations that may require you to update your estate plan: You moved to another state. Estate planning laws vary state by state. Make sure that when [...]

How Biden’s Tax Proposal Changes Could Affect Your Estate Plan

By |2021-06-03T16:29:41-07:00June 3rd, 2021|Estate Planning|

While on the campaign trail, then-presidential candidate Joe Biden presented a tax plan that promised to return the federal estate and gift tax exemption to its pre-Tax Cuts and Jobs Act (TCJA) amount of $5.85 million, and to increase capital gains taxes on upper-income individuals (among other provisions). Instead, when he announced the “American Families [...]

Top Four Estate Planning Mistakes to Avoid

By |2021-05-28T15:47:23-07:00May 28th, 2021|Estate Planning|

When it comes to estate planning, even the smallest error can cost you. It’s not just your life’s work that is at stake, but your family’s long-term well-being and, in the worst of cases, your family unity. Oversights in your estate plan may not only be costly but can also provoke irreparable conflict among loved [...]

Advance Directives, Power of Attorney & Other Estate Planning Documents Your College Student Needs

By |2021-06-25T05:50:02-07:00April 28th, 2021|Estate Planning, Power of Attorney|

You probably have a lot on your mind as your high school senior prepares to graduate. College applications, campus visits, and trips to a Target for dorm room decor can all be bittersweet for both you and your child. One thing that often gets overlooked in the flurry of these activities is that your son [...]

The Risks Associated with Handwritten Wills

By |2021-04-19T10:16:15-07:00April 19th, 2021|Estate Planning|

Wills have been around far longer than word-processing technology and, of course, they were originally prepared by hand. It should come as no surprise, then, that handwritten wills continue to be valid in most states, albeit only when certain requirements are fulfilled. In Oregon, these requirements are (1) that a will be in writing, (2) [...]

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