Estate Planning Services

What do you need to know?

Many people may work their whole life in order to provide not only for themselves, but for their family. But sometimes what gets overlooked, is a well drafted estate plan that will ensure that your family is cared for after you are gone.

Schneider Rasche LLC can help you protect your assets and healthcare wishes, both before and after you are gone. We can help make a plan that will be best for your family. Some families have unique situations that need extra planning, whether it be special needs, pet planning, business planning or stating your health care wishes, 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? An estate plan is unique to you as an individual. It is a legally drafted set of documents that will be set up in a way that will assist you if you became incapacitated or deceased.   At Schneider Rasche LLC, we create comprehensive estate plans that will cover you in either event.

 

For a Will Plan, some of these documents include:

  • A Last Will and Testament

  • Property Power of Attorney

  • Health Care Power of Attorney

  • HIPAA Waiver

  • Nomination of Guardian and Conservator

  • Disposition of Remains

 

For a Revocable Living Trust Plan, some of these documents include:

  • Revocable Living Trust

  • 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, like yourself, to create estate plans that will be there when you need it most. We have experienced attorneys that are here to listen to your needs and work with you on making your goals in life a reality. A well drafted estate plan can help you in the following areas:

  • You can protect your assets in the event you became incapacitated

  • Helps protect your assets from creditors

  • Provides for special needs family members

  • Decreases estate taxes

  • Living Trust planning can help you avoid probate

  • Provides financial security for your beneficiaries

  • Small business owners can create a succession plan that will enable the business to keep growing even after you are gone

A person can go through life and never spend a nickel on estate planning. But it is not possible to administer your Estate without there being expense. A typical probate may cost anywhere from two to three percent, and when you add in the cost of a possible guardianship or conservatorship that would be needed in the event you became incapacitated, it becomes apparent that planning now can help you save both your money, time and relationships within the family.

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 estate planning workshops to get the basics on what you need to know about estate planning. 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 why you should 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? Find out by requesting this article.

Planning it Right the Second Time Around

With the growing number of people getting divorced and remarried, it 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 minor children, it is extremely beneficial to make an estate plan. What would happen if you didn't have an estate plan in place? What if you have gone through a divorce or have remarried? Find out why it is so important to plan now.

The Trouble with Joint Tenancy

Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones many times the expense and headaches you thought you were avoiding. Find out why.

Calculating the Benefits of Living Trusts

Why choose a Living Trust? A Living Trust can help you maintain control over how your assets are disbursed and distributed while easing tax burdens. Are there any disadvantages to having a Living Trust? 

Should you Trust Your Estate Plan?

Our life changes a lot throughout the years. Shouldn't your estate plan be changing with it? Have you had changes in you life like marriage, divorce, remarriage, birth or adoption or even moved to a new state? What about changes that have happened in your beneficiaries' lives? What do you need to remember? 

Getting the Most Out of Your Life Insurance

Life Insurance is a critical element in your family's financial planning. But what mistake do thousands of American's make? How can you have control over how proceeds from your life insurance policy are spent?

Charity Begins at Home

Many people want to give to charities for one reason or another. What is one way that you can gift your estate to charities? Find out here.

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 how much your estate is worth? What do you need to know about State and Federal estate taxes and how they can affect you? 

Getting the Most Out of Your Life Insurance

What mistake do thousands today make? How can you stay in control of how proceeds from your life insurance policy are spent? 

Grandparents' Guide to Second Generation Planning

For those who have young children, drafting an estate plan is absolutely essential. Without sufficient planning, your family’s future will likely be decided by the judicial system.

Funeral Planning: Options for You and Your Family

What is the difference between planning with a funeral home and funding a funeral? Is there a better alternative to the two?

Beware of Living Trust Scare Tactics

You may hear many myths about Living Trusts from friends or relatives. How do you know what advice to listen to? What are the most common reasons to do estate planning? 

Calculating the Benefits of a Family Wealth Trust

What are the advantages and disadvantages of having a Family Wealth Trust?

Creating a Lasting Legacy

What are the consequences of traditional planning? What other options are there besides giving outright distributions to beneficiaries? How can you preserve and pass on your legacy in life? 

Are Your Bank Accounts Safe?

What steps can you take to protect your bank account in the event of a financial institution failure? Request by email to find what the best alternative is.

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