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Portland Oregon Legal Planning News

Posts in Business Planning
Portland, Oregon Asset Protection Lawyer: Safeguarding Your Future as a Physician

If you're a new doctor building your practice or a seasoned physician branching out on your own, it's time to give serious thought to asset protection planning. Did you know that doctors are among the top professionals targeted in lawsuits? It's not a matter of "if" but "when" you might face a claim.

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Portland, Oregon Business and Estate Attorney on Finding the Off Ramp for Your Business Ownership

Business plans often address marketing, growth, and product development issues. However, business owners often fail to create an exit strategy, succession plan, or acquisition plan. But Succession isn’t just for obscenely wealthy kingpins of media with overly ambitious and conniving children.

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Portland, Oregon Estate Planning Attorney: How Ranchers and Farmers Can Protect Their Life’s Work

Creating a comprehensive estate plan can protect your interests and your family’s future. When you work hard to earn a living and obtain assets, it’s natural to want to pass them down to your children or dependents when you pass away.

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3 Benefits Estate Planning Gives to Business Owners | Portland, Oregon Estate Lawyer

To create and build a successful business is one thing; making sure it lasts after you’re gone is an entirely different matter. There are many financial predators out there that will take advantage of a business at its most challenging time – i.e., when the founder retires or passes away – but thankfully there are also ways to protect the business you worked so hard to build. Estate planning isn’t the only factor that determines whether your business continues without you, but a Portland, Oregon estate lawyer will tell you it’s almost a sure bet that your business will fail if you don’t have the proper planning in place.

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Roots + Wings Legal Podcast, Episodes 2-4: Intellectual Property, Insurance, and Tax Info for Business Owners

Recently, we held a series of interviews with Professional Partners for business owners in our business membership group. It is so important for business owners to assemble a team of professionals to guide them through protecting themselves and preventing disasters. Here are those interviews.

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Business Planning: New Year's Resolutions for Business Owners

The New Year is coming up, and if you’re a business owner, you might already be thinking about your business goals for the year. If you have any goals to expand the business, earn more money, and generally kick ass, make sure that you have the legal and financial foundations in place to support your growth. Here are some things that you need to get in place.

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How Do I Know What Kind of Business Planning I Need?

Most Oregon business owners start their businesses by navigating as best they can to file LLC articles with the Secretary of State and then forgetting about it (other than their annual filing) until something happens where they face being sued, or they hear about another business owner getting sued, and they think to themselves, "Oh my goodness, am I really protected?"

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The Great Game of Thrones Rewatch: Yes, this is about planning.

Now you might be thinking, “Candice, what the heck does Game of Thrones have to do with estate or business planning?” Hear me out. It has a lot to do with it. And you might as well get used to hearing about it, because rewatching this show might be my primary inspiration over the next year to write about estate and business planning. When I’ve watched Game of Thrones, I always thought about how estate and business planning relate to the show. But I never sat down to write out my thoughts. This is my chance to actually go through and recapture all of the thoughts I had over the years—except with added perspective and experience—and share with you all of the lessons you can learn from this extraordinary show when it comes to estate and business planning.

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Business Planning: How to Get Started, DIY or attorney?

I got this question on my Facebook page, and I’m not entirely clear about whether the question was meant to be about business planning or estate planning, but it’s a great question either way, so I’m going to make this question a two-for. I’m going to answer this as it relates to business planning in the first video, and in the next video, I’ll answer it as it relates to estate planning.

So, the question is: How do I get started? What can I do myself and what do I need a professional for?

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