Estate Planning Services

What do you need to know?

Many people work their whole life to provide for themselves and their family. But sometimes what gets overlooked is a well drafted estate plan that provides for one's family at death.

Schneider Rasche LLC can help you create an estate plan to facilitate the transfer of your assets to your loved ones at death, the preservation of your assets in the event of your incapacity and the memorialization of your healthcare wishes. Some families have unique situations that require extra planning, whether it be for special needs, pet planning, business planning or other individualized requirements. We are here to help. Call us today at (503) 241-1215 to see what the first steps are to getting your estate plan started!

Estate Planning - What is it?

What is an estate plan?  It is a set of legal documents designed to assist you if you became incapacitated or pass away.  At Schneider Rasche LLC we create comprehensive estate plans to address both of those situations.

 

A typical Will Plan may include the following documents:

  • A Last Will and Testament

  • Property Power of Attorney

  • Health Care Power of Attorney

  • HIPAA Waiver

  • Nomination of Guardian and Conservator

  • Agreement for Disposition of Remains

 

A typical Revocable Living Trust Plan may include the following documents:

  • Revocable Trust Agreement

  • Assignment and Nominee Agreements

  • Pour Over Will

  • Property Power of Attorney

  • Health Care Power of Attorney

  • HIPAA Waiver

How is a Comprehensive Estate Plan beneficial to you?

At Schneider Rasche LLC we help families and individuals create estate plans that will be there when needed. A well drafted estate plan can help you in the following areas:

  • Providing for the distribution of your assets at death

  • Protecting your assets in the event you became incapacitated

  • Provide for special needs family members

  • Minimize or eliminate estate taxes

  • Probate avoidance, if desired

  • Creating a succession plan for a family business 

At Schneider Rasche LLC, we can help you create a plan that will work best for your family's needs. We urge anyone who is interested in estate planning to attend one of our free estate planning workshops. Once you have attended a workshop, you will also receive a FREE one hour initial consultation to go over your own estate planning needs. Call (503) 241-1215 or reserve your seat online.

Estate Planning Articles

These reports are compliments of Schneider Rasche LLC and were written by The American Academy of Estate Planning Attorneys.

Dangers of Do-It-Yourself Wills and Living Trusts

There are many online forms to do your own Will. But what would the consequences be if you did it yourself? When is a do-it-yourself estate plan insufficient? You can find the answers in this article.

15 Common Reasons to do Estate Planning.

This article gives 15 of the most common reasons to do estate planning.

The Impact of Divorce on Your Estate Plan

Now that you are divorced, what steps do you need to take to update your estate plan? Which estate planning strategy is the best in the event of a divorce? Request this article to find out.

Planning it Right the Second Time Around

A growing number of people are getting divorced and remarried. This has resulted in millions of "blended" families. How can you create an estate plan that will protect your "blended" family? 

Estate Planning Basics for Families with Young Children

If you have a minor child or children it can be extremely beneficial to make an estate plan. What could be the consequences of a failure to plan? Find out why it is so important to plan now.

Calculating the Benefits of Living Trusts

Why choose a living trust? A living trust can help you maintain control over the distribution of your assets, the management of your affairs in the event of your incapacity and can help minimize or eliminate estate taxes. Are there any disadvantages to having a living trust? 

Should you Trust Your Estate Plan?

Our lives change throughout the years. Shouldn't your estate plan reflect those changes? Have there been changes in your life such as marriage, divorce, birth or adoption of a child or moving to a new state?  Have there been changes in your beneficiaries' lives? Your estate plan should be reviewed from time-to-time to ensure that it is up-to-date.

Getting the Most Out of Your Life Insurance

Life Insurance is a critical element in your family's financial planning. How can you avoid unnecessary estate tax liability for the proceeds of your life insurance policy? 

Charity Begins at Home

Many people want to give to charities for one reason or another. This report explores some of the ways to do that.

The Nightmare of Living Probate

What is "living probate" and why can it be such a nightmare? Will a power of attorney be enough?

Keeping Up with the Ever-Changing Estate Tax

How can you calculate the value of your estate? What do you need to know about state and federal estate taxes and how they can affect you? 

Grandparents' Guide to Second Generation Planning

Grandparents with young grandchildren are often concerned that their own children create an estate plan to provide for the grandchildren. This report discusses that issue.

Beware of Living Trust Scare Tactics

You may hear many opinions about living trusts from friends or relatives. How do you know which advice to listen to?  

Calculating the Benefits of a Family Wealth Trust

What is a family wealth trust? What are the advantages and disadvantages of having one?

Creating a Lasting Legacy

What are the consequences of traditional estate planning? What options are there other than giving outright distributions to beneficiaries? How can you best preserve and pass on your life's legacy? 

Are Your Bank Accounts Safe?

What steps can you take to protect your bank accounts in the event of a financial institution failure? Request this report to find out.

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