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Posts in Estate Planning
Over the Holidays: Spotting Signs an Aging Loved One May Need More Help

The holiday season is often a time when we gather with family members we may not see regularly throughout the year. While these reunions are filled with joy and connection, they can also be a time when we notice changes in our loved ones that might cause concern. Whether it’s subtle physical differences or more apparent cognitive changes, the holidays can be a pivotal moment for recognizing when someone may need increased support.

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Will Lawyer in Portland, Oregon Explains: Creating Estate Plans for Hospitalized Loved Ones

As a will lawyer in Portland, Oregon, I often receive urgent calls from families with loved ones in the hospital. They're concerned about getting legal documents in place quickly, especially if their loved one's condition might deteriorate. It's a delicate situation that requires immediate attention, but many wonder how to proceed when their family member can't come to an attorney's office.

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Commercial Property in Your Estate Plan: Advice From a Portland, Oregon Will and Trust Lawyer on Protecting Your Real Estate Legacy

If you own commercial property, you've likely spent years building and managing your real estate investments. As a Portland, Oregon will and trust lawyer, I've guided many property owners through the complex process of including these valuable assets in their estate plans. The truth is, passing down commercial property requires much more careful consideration than transferring a family home. 

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Heir-Raising Concerns? Why a Family Session with Your Portland, Oregon Elder Lawyer Might Be the Answer

You've spent a lifetime building your legacy, but now you're tossing and turning at night, worried about how your heirs might handle it. As a Portland, Oregon elder lawyer, I've sat across the desk from countless clients who share these concerns. They wonder: Will my wishes be respected? Could one of my children challenge my decisions? Might my healthcare choices become a family battleground?

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Estate Planning Red Flags: A Portland, Oregon Will and Trust Lawyer Reveals Common Parental Missteps

As a Portland, Oregon Will and Trust Lawyer, I've seen firsthand the consequences of inadequate estate planning. Many parents, regardless of age, overlook crucial aspects of securing their family's future. Whether you're a new parent, think you're too young for estate planning, or haven't updated your documents in years, this post is for you. Let's explore some common estate planning mistakes and how to avoid them.

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The Election Won't Change the Government's Plan for Your Family and Assets...You Need an Estate Plan!

As we round out another election season, it's natural to focus on how government policies might affect our families and finances. However, as any experienced Portland, Oregon estate planning lawyer will tell you, there's a crucial aspect of your family's future that remains constant regardless of who's in office: the need for a personalized estate plan.

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Deeds Decoded: Your Portland, Oregon Trust Lawyer Unveils Property Transfer Documents

As a Portland, Oregon Trust Lawyer, I often encounter questions about different types of property documents. Two that frequently come up are documents for transferring property ownership and those used in lending situations. Let's explore these important legal instruments and how they might impact your property rights.

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Understanding the New Inherited IRA Rules: A Portland, Oregon Estate Planning Lawyer's Perspective

Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for beneficiaries to understand their obligations. Whether you're in Portland, Oregon or elsewhere, these new regulations could significantly impact your inheritance. As a Portland, Oregon estate planning lawyer, I'll break down the key changes and how they could affect your financial planning.

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How an ILIT Can Help Protect Your Family's Wealth: Advice from a Portland, Oregon Inheritance Lawyer

As a Portland, Oregon inheritance lawyer, I often recommend Irrevocable Life Insurance Trusts (ILITs) to clients looking to protect their family's wealth. Life insurance is a powerful estate planning tool, but without proper planning, it can become vulnerable to creditors or unnecessarily inflate your taxable estate, especially here in Oregon, where we have the lowest exemption rate in the country (your estate is taxed on everything you own at your death over $1 million). Let's explore how an ILIT can help safeguard your family's financial future.

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Grandparents and Estate Planning: How a Portland, Oregon Estate Planning Lawyer Can Help You Protect Your Grandchildren's Future

As a grandparent, you've probably spent countless hours doting on your grandchildren, showering them with love, and creating precious memories. But have you considered how you can continue to support and protect them long after you're gone? As a Portland, Oregon estate planning lawyer, I've seen firsthand how grandparents can play a crucial role in securing their grandchildren's financial future. Let's explore some powerful strategies you can use to leave a lasting legacy.

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