Estate planning is the process of identifying problems and issues that might arise in the event a client dies or becomes disabled and creating solutions that address those problems and issues. The vast majority of people who do estate planning do it out of concern for other people. Read my frequently asked questions about the process.
Based in Portland, Oregon, my practice includes the preparation of estate planning documents including wills, testamentary trusts, revocable living trusts, disclaimer trusts, marital trusts, by pass trusts, advance directives, HIPAA release forms, and durable powers of attorney.Have a question for us? We are located on the 23rd floor of the 1000 SW Broadway building, across from the Arlene Schnitzer Concert Hall.
Based in Portland, Oregon, my practice includes the preparation of estate planning documents including wills, testamentary trusts, revocable living trusts, disclaimer trusts, marital trusts, by pass trusts, advance directives, HIPAA release forms, and durable powers of attorney.Have a question for us? We are located on the 23rd floor of the 1000 SW Broadway building, across from the Arlene Schnitzer Concert Hall.
Services
Estate planning is the process of identifying problems and issues that might arise in the event a client dies or becomes disabled and creating solutions that address those problems and issues.
One of the challenges in estate planning is that we are typically planning for situations in which the client doing the estate planning is not able to make decisions on his or her own.
Appointing persons with the authority to carry out the client's instructions when the client has died or is disabled.
Normally, the best time to do something is whenever it needs to be done.
One of the challenges in estate planning is that we are typically planning for situations in which the client doing the estate planning is not able to make decisions on his or her own.
Appointing persons with the authority to carry out the client's instructions when the client has died or is disabled.
Normally, the best time to do something is whenever it needs to be done.
Regardless of the size of your estate or the complexity of the issues, I will work with you:.
To give you the time you need to review the proposed estate plan, and to get your questions answered.
My practice includes the preparation of estate planning documents which deal with some or all of the following depending upon the circumstances: testamentary distributions after death, gifts made during a client's life time, legal incompetence, disability, federal estate taxes, state inheritance taxes, health care decisions, and the disposition of a party's remains upon death.
To give you the time you need to review the proposed estate plan, and to get your questions answered.
My practice includes the preparation of estate planning documents which deal with some or all of the following depending upon the circumstances: testamentary distributions after death, gifts made during a client's life time, legal incompetence, disability, federal estate taxes, state inheritance taxes, health care decisions, and the disposition of a party's remains upon death.
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