Put your trust in us—and your stuff in a trust

December 29, 2014

2015 New Year’s Resolution: Get It Done

Portland, I’m sure this will come as no surprise (coming from me), but 2015 is the year to get your estate planning done or tuned up.

But seriously. Now is a great time to get your estate planning done because … read the rest →

December 9, 2014

Free Download – Oregon Advance Directive

If you want to impress your doctor–show up at her office with your advance directive all filled out, signed, and witnessed.

Sometimes mistakenly called a “living will” an advance directive is the document that specifies whether you would like to … read the rest →

December 4, 2014

Four Estate Delusions of Young Professionals

As a young estate planner I am often asked by other young professionals what they need to do with regard to their estate plans.

Ha. Just joking. NO ONE under the age of 30 asks me about their estate plans. … read the rest →

November 26, 2014

Five Death Conversations for Thanksgiving Dinner

Thanksgiving is the perfect time to discuss your estate plan with the family. Between “pass the potatoes” and “did you hear Oregon’ most popular recipe search is ‘vegan gravy‘” you can save your estate thousands of dollars and lots … read the rest →

October 15, 2014

Oregon Death With Dignity

A young woman is making headlines as one of the youngest people to receive a legal prescription to terminate her life because of her terminal brain cancer. While the law popularly known as Oregon’s Death with Dignity Act has been … read the rest →

September 29, 2014

“Will” is a Four Letter Word

Having a will doesn’t mean you avoid probate.

Citizens of Portland are consistently bewildered when I tell them that no, having a will does not avoid probate. The only way to avoid probate is when none of your assets require … read the rest →

September 17, 2014

Ethical Child of Elderly Parents


“My dad needs a will.”

“I need to get Power of Attorney for my mom.”

It’s only natural that adult children want to help their aging parents, especially in matters that will so directly affect them after death. Unfortunately … read the rest →

September 9, 2014

Stepchildren in Oregon Inheritance

This is a post that will focus on the estate planning problems to think about in a family where there are stepchildren according to Oregon law.

One common and complex example is in a second marriage where at least one … read the rest →

September 5, 2014

Payback Trusts – Special Needs Trust Series

What do you do if you receive a windfall but are on means-tested government benefits like medicaid and SSI? The rules for qualifying for these programs state that you must not own more than $2,000. So that inheritance from grandma … read the rest →

August 25, 2014

Probate 101 Video – Estate Law Quick Tips

We’ve just started a new video series called “Estate Law Quick Tips.” Our first is a very brief overview of Probate in Oregon. We hope you will enjoy this new resource!

read the rest →