Estate Planning Blog

Estate Planning, Tax & Business Planning Blog

How To Split Responsibilities in Your Estate Plan

Apr 29, 2025

When it comes to crafting your estate plan, one of the crucial decisions you’ll need to make is how to split responsibilities among your loved ones.

What Estate Planning Documents Do Young Adults Need?

Mar 12, 2025

Getting your estate planning documents in order will allow you to rest easy, knowing you’re protected from any unexpected events—no matter your current age.

Why You Need a Trust to Avoid Probate in Oregon

Jan 31, 2025

A trust can help your loved ones avoid the probate process and give you more control over how your assets are passed after you are gone.

What Happens If You Use AI to Craft Your Estate Plan?

Jan 6, 2025

Artificial intelligence is a powerful tool that can expand our knowledge; however, one should use caution when it comes to drafting legal documents.

How To Value Personal Property in Your Will

Dec 13, 2024

Properly valuing personal property in your will is essential to avoid complications for heirs and executors during the probate process.

How to Find Out If Your Loved One Has a Will

Sep 20, 2024

One of the most important steps after a loved one’s passing is to find out if they have a will. This can provide clarity on their final wishes and help you navigate the estate.

Refinancing Your House? Don’t Forget This Crucial Step When It Comes to Estate Planning

Jul 24, 2024

Refinancing your house requires a crucial step that should not be overlooked—ensuring the property is properly placed back into the trust after the refinancing process is complete.

You Don’t Need $1 Billion to Leave a Legacy Through Gifting

Apr 23, 2024

Leaving a legacy doesn’t have to require a monetary transaction. Volunteer, teach, mentor, and lead by example! People will remember you fondly for the work you did during your life, and your name will forever be associated with the impact you’ve made on your local community.

Washington Residents: Do You Qualify for IRS Direct File for Your 2023 Taxes?

Apr 8, 2024

The IRS has launched a new pilot program this tax filing season called Direct File, and you’re in luck because Washington is one of the 12 states participating this year! This program allows you to file your federal tax return electronically and directly with the IRS for free, for those who qualify.