Estate Planning–Whether it’s your first will to name a guardian of your children, or an irrevocable trust to save on estate tax, located in Portland, Thatcher Smith Law is here to help with practical solutions served with a sense of humor.
What is estate planning?
If you’re thinking wills and trusts–you’re on the right track. Essentially, estate planning is the process of arranging the financial, legal, and personal affairs of individuals and families to ease the transition from life to death. It is also used to plan for disability and financial incapacity during life, and to save taxes (hello, Oregon Estate Transfer tax) and probate expenses after death. The specific estate planning tools used will vary from person to person, but wills, trusts, and durable powers of attorney, are common.
Why go to Thatcher Smith Law?
We are proud of our personal attention and unique solutions for every client. Our client meetings are the best part of this job because it is where we get to know you, your family, your concerns, and where we get to be the heroes and solve your problems (or at least the estate planning ones)! We build lasting relationships with our clients and treat them like we’d treat our own mommas.
We are also one of the few firms today offering estate planning of digital or virtual assets. We like to think we’re the perfect combo of mid-centrury friendly and 21st-century techie.
Do you do…?
Probably, yes! Wills, trusts, ILITs, POAs, HIPAA authorizations, asset protection trusts, and family LLCs and so on, are our bread and butter. But before you decide what you think you need, let’s chat over some famous Portland coffee. We can talk about the solutions you may not have thought of that will save you time, money, and stress.
Check out our website or give us a call at 971-284-7129.