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. They thought they were in the clear financially and legally, and they had taken all the “right” estate...
Something quietly remarkable is happening. People are living longer… a lot longer. Reaching your 80s or 90s is no longer the exception; for many Oregonians, it’s becoming the expectation. And while that’s wonderful news, it raises a question most of us...
When building an estate plan, many people focus on wills, trusts, and powers of attorney, but one tool that often deserves more attention is life insurance. Integrating life insurance into your estate planning strategy can provide numerous benefits that go beyond...
Halloween is often a day filled with costumes, haunted houses, and spooky ghosts, but what if those ghosts weren’t so scary? In Mexico, on November 1st and 2nd, their version of Halloween looks a bit different. Instead of focusing on fear, Dia de los Muertos (Day of...
Parents spend their lives taking care of their children, but at some point in life, that responsibility tends to shift. As our parents grow older, they begin to rely on their children for support. While no one likes to talk about health concerns or death, this...
