Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
Washington & Oregon Estate Tax Updates for 2026: What Changed, What Hasn’t Changed, & What It Means for You
Picture this: a retired couple in their early 60s moved from California to Oregon with about $6 million in assets, and they bought a small cabin in Washington, too.
The Longevity Revolution: Estate Planning for a Longer Life
The plans most people created a decade or two ago were designed around a shorter retirement window, one that simply doesn’t reflect how long we’re living now.
The Benefits of Using Life Insurance in Your Estate Plan
Integrating life insurance into your estate planning strategy can provide numerous benefits that go beyond simply leaving money to loved ones.
3 Estate Planning Lessons to Learn from Dia De Los Muertos
Dia de los Muertos reminds us that there’s much we can learn from those who came before us through their lessons, values, and legacies.
What Legal Documents Do My Elderly Parents Need?
If you’re asking, “What legal documents do I need for my elderly parents?” we’ve created a breakdown of the essential documents needed and what they entail.
Your Business Legacy: A Guide to Succession Planning
Discover why business succession planning is essential to protect your company’s value, legacy, and your own future.
What is a Trust Protector and Do I Need One?
A trust protector can add an extra layer of protection to your estate, ensuring your wishes are carried out as intended.
How To Split Responsibilities in Your Estate Plan
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?
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
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?
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
Properly valuing personal property in your will is essential to avoid complications for heirs and executors during the probate process.
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