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

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 [...]

By |2021-06-03T16:29:41-07:00June 3rd, 2021|Estate Planning|0 Comments

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

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 [...]

By |2021-06-25T05:50:02-07:00April 28th, 2021|Estate Planning, Power of Attorney|0 Comments

The Risks Associated with Handwritten Wills

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) [...]

By |2021-04-19T10:16:15-07:00April 19th, 2021|Estate Planning|0 Comments

Probate & Trust Administration: 5 Common Questions, Answered

Most people don't know much about probate, except that they want to avoid it. In our recent workshop for probate administrators and trustees, we noticed that a lot of the attendees submitted the same questions. Below are the 5 most asked questions about probate and trust administration, with answers from probate lawyer Tasha Lyn Cosimo. [...]

By |2021-04-21T14:12:43-07:00March 16th, 2021|Estate Planning, Trusts|0 Comments

Let’s Talk About Estate Planning…

Talking about estate planning with loved ones can feel unsettling for some. Unfortunately, the most difficult conversations are often the most important to have. In many cases, it is paramount to speak with your beneficiaries or heirs to let them know what your estate planning documents entail. Because estate planning documents are designed to protect [...]

By |2021-03-07T07:40:21-08:00March 6th, 2021|Estate Planning|0 Comments
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