by Jeremy Rickson | Mar 1, 2015 | Banking, Estate Planning & Probate, Litigation, News
By Erich M. Paetsch In 2013, an estimated 15 percent of Oregonians were 65 or older. By 2030, it is estimated that more than 20 percent of Oregonians will be 65 or older. Given the growing population of Oregonians 65 years or older, greater legislative and judicial...
by Jeremy Rickson | Nov 1, 2014 | Estate Planning & Probate, News
By Estate Planning Practice Group You have signed all your estate plan documents. They are even up to date. Congratulations, you have completed everything. Or have you? Have you explained at least the basics of your estate plan to your family? Do they know what they...
by Jeremy Rickson | Oct 2, 2014 | Estate Planning & Probate
Here are some reasons and indicators that you may need to update your estate plan: Name a different successor trustee Name a different guardian Name a different healthcare representative Name a different agent as power of attorney Title new assets in your living trust...
by Robert J. Saalfeld | Sep 24, 2014 | Business & Taxation, Estate Planning & Probate, Real Property & Land Use
by Estate Planning Practice Group As the majority of a family farm’s wealth is generally tied up in land and equipment or needed for working capital, paying an estate tax within nine months of the death of the farm owner can be a burden. The last thing most farm...
by Jeremy Rickson | Sep 1, 2014 | Estate Planning & Probate, News
By Estate Planning Practice Group “I want to make things simple for my family.” This is one of the goals I hear most frequently when a person begins the estate planning process. Implementing the correct legal documents is critical in achieving this goal,...
by Jeremy Rickson | Apr 1, 2014 | Estate Planning & Probate, News
The Surprising Importance of Proper Beneficiary Designations By Jeff Moore Most of us have some form of a “beneficiary-designation asset,” such as a life insurance policy, an Individual Retirement Account (IRA), a 401(k) or other retirement account, an...
