Portland Oregon Legal Planning News
When it comes to estate planning, you have a LOT of options. There are several legal tools that can be put in place to protect your loved ones after you pass away. One valuable tool a Portland, Oregon trust lawyer will use is an IRA inheritance trust.
Read MoreAs part of your Spring Cleaning, I recommend that you review a few key things to make sure that your estate and financial plans are going to work when you need them. You have made investments in your future based on goals that you have. It’s smart to review them each year to make sure that you’ve protected your investment, and so that your plan aren’t totally useless by the time you need them.
Read MoreWelcome to the Roots + Wings Legal Podcast, hosted by Aiston Law LLC and Portland, Oregon Attorney Candice Aiston. In our 5th episode, we talk with Financial Counselor Dawn Torres-Gale. I surveyed the people in my Facebook group, Portland Smart Planning Parents, about the money and legal issues that keep them up at night. The top two answers were: 1) not enough money to cover a life event such as a layoff or illness; 2) not enough money or unsure if enough money in retirement savings. I asked Dawn if she could provide some guidance in these areas, and we recorded this podcast episode.
Read MoreThere are some major estate planning mistakes that people make with their beneficiary designations on life insurance and retirement accounts. Let’s go through a few of the most common ones that estate planning lawyers see happen every day when we administer estates.
Read MoreThe Holidays are hectic, but it’s always a good idea to pause and make plans for the coming year. If you’re a parent, make 2019 the year that you get your legal and financial house in order.
If you are reading this, you probably feel similarly to the way that I do about parenting: It is serious business, and it is our responsibility to provide the best care possible for our kids and to make sure they are protected and that they have every opportunity to succeed in life. If we can toast to that, I want to share with you 5 New Year’s Resolutions for Parents that you should give to your family. If you have not given these to your family yet, there is no time like the New Year to get started.
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