Wills & Trusts
A well-crafted will or trust ensures your assets are distributed according to your wishes. We help you create a solid estate plan to protect your legacy and loved ones.
Special Needs Trust
A special needs trust provides financial security for individuals with disabilities while preserving their eligibility for essential government benefits and long-term care.
Advanced Directives
An advanced directive outlines your healthcare preferences in case of incapacity. We help you create legally binding documents to ensure your medical wishes are honored.
✔ Your estate may go through probate, delaying asset distribution.
✔ The court may decide who inherits your assets.
✔ If you become incapacitated, decisions about your healthcare & finances may be made by someone you wouldn’t choose.
✔ Higher estate taxes & legal costs could reduce the inheritance left for your loved ones.
✔ Last Will & Testament – Ensures your assets go to the right beneficiaries.
✔ Revocable Living Trusts – Helps avoid probate and streamline asset distribution.
✔ Special Needs Trusts – Protects benefits for disabled loved ones while ensuring financial security.
✔ Financial Power of Attorney – Appoints someone to manage your finances if you’re unable.
✔ Medical Power of Attorney – Ensures your healthcare decisions are made by someone you trust.
✔ Living Wills – Clearly outline your medical preferences.
✔ Do Not Resuscitate (DNR) & Life Support Decisions – Make sure your wishes are respected.
✔ Probate can take 6 months to 2 years in Oregon.
✔ Legal fees & court costs can reduce your estate’s value.
✔ Your family may face delays accessing funds & assets.
✔ Revocable Living Trusts – Keep assets out of probate and directly transfer
to beneficiaries.
✔ Beneficiary Designations – Ensure life insurance, retirement accounts,
and bank funds pass automatically to your heirs.
✔ Joint Ownership & Transfer-on-Death (TOD) Deeds – Allows real estate &
bank accounts to bypass probate.
Protecting your estate ensures your wealth is passed down efficiently and
securely.
✔ Oregon has a state estate tax for estates over $1 million.
✔ Strategic planning minimizes tax liabilities to preserve more wealth for your heirs.
✔ Asset protection trusts help shield your wealth from legal claims & financial risks.
✔ Business succession planning ensures a smooth transfer of ownership.
Relied on by families across Portland, Salem & Oregon.
Avoid costly mistakes and ensure compliance.
Covering Medicaid planning, guardianships, estate law, and elder protection.
Every case receives one-on-one legal attention.
