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:
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A Last Will and Testament
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Property Power of Attorney
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Health Care Power of Attorney
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HIPAA Waiver
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Nomination of Guardian and Conservator
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Agreement for Disposition of Remains
A typical Revocable Living Trust Plan may include the following documents:
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Revocable Trust Agreement
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Assignment and Nominee Agreements
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Pour Over Will
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Property Power of Attorney
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Health Care Power of Attorney
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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:
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Providing for the distribution of your assets at death
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Protecting your assets in the event you became incapacitated
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Provide for special needs family members
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Minimize or eliminate estate taxes
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Probate avoidance, if desired
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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.
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.