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Portland Oregon Estate Planning News

Posts tagged estate plan review
Making a Change: Working with a New Portland, Oregon Estate Planning Lawyer

Many of us drag our feet on changing professional relationships, especially when it comes to legal matters. As a Portland, Oregon estate planning lawyer, I often meet people who knew for years that they needed to find a new estate planning lawyer in Portland, Oregon, whether because their original estate planning attorney retired, or because they moved to Oregon from another state. Perhaps you created your plan decades ago, lost touch with your original attorney, moved from another state, or simply want a fresh perspective that better aligns with your current values and goals.

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Portland, Oregon Will and Trust Lawyer Answers, “How Often Do I Need to Update My Estate Plan?”

Creating an estate plan feels like something you check off a to-do list. Once the task is complete, you can move on and forget about it. However, that is not the mentality you should take when drafting your final wishes. An estate plan should reflect your current circumstances and should be periodically reviewed and amended as your life changes. 

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