With the start of the new year, we need to start thinking about tax planning! Some years Congress makes changes to the laws more than other years. This was a...

A “special needs” child is a child who faces a physical or mental disability and may require needs-based benefits, such as Medicaid or Supplemental Security ...

As Americans grow older, more and more of us need help with our daily activities. It could be a little help or a lot of help, depending on the situation. Of ...

A parent whose only asset is a bank account might decide that a simple way to avoid Probate is to make his child joint owner of the account. But there are p...

The Personal Representative and attorney's fees are significant charges to the Probate Estate; but they are not the only charges against the Estate. A Probat...

TOD (Transfer on Death) designations, POD (Pay on Death) designations, and beneficiary designations can be useful in the right circumstances. Each of these t...

Often, the smallest things have the most sentimental value. Your grandmother’s silverware or your grandfather’s railroad watch could connect you to them in a...

Frequent Flyer miles and other reward points can be valuable resources. Many credit card companies give tens of thousands of miles or points for opening an ...

Whether old or young, single or married, divorced or living as a joint tenants, we all have differing situations. This also means that no two estate plans wi...

Often, when people think of “estate planning” they think it’s only about deciding who gets the assets. However, how they get the assets may be even more impo...

Often, when people think of "estate planning" they think it's a task only for the old, the rich, or the infirm. But, that simply is not true. Estate planning...

John and Susan have been married for 38 years. Like many couples, early in their marriage, they gravitated toward a division of labor that worked for them. J...

A simple, common plan without a trust often includes holding title to property in “joint tenancy with rights of survivorship,” or simply “joint tenancy.” Joi...

Oregon's Laws of Intestate Succession are based on the right of family members to inherit property from the decedent. Should you die with property titled in ...

Many people that attend our workshops come with the thinking that their estate isn't big enough for making an estate plan. Why is this a misconception? To an...

The Baby Boomer generation – the largest generation in American history to date – is heading into retirement, but are they prepared? More importantly for the...

If you have worked hard to acquire a decent asset portfolio, shouldn’t you work equally as hard to protect those assets from potential threats? Of course, th...

Are you curious what Jacqueline Kennedy Onassis, universally regarded as one of the world’s most private women, did with her fortune? What about Anna Nicole ...

Theresa (Terri) Marie Schindler was born on December 3, 1963, to Mary and Robert Schindler. Terri grew up in Pennsylvania, and by all accounts had a normal, ...

In the 21st century, most of the issues surrounding equality of the sexes have been resolved. Women are no longer relegated solely to the role of housewife a...