Blog

Estate Planning for Alzheimer’s Patients: Key Considerations

Alzheimer’s disease causes cognitive impairment, difficulty caring for oneself and, ultimately, death. It’s also very common. According to the National Institute on Aging, Alzheimer’s disease likely impacts more than 5.5 million Americans. The symptoms and outcomes of...

read more

Infographic: 5 Things to Do if you Haven’t Filed your Taxes

It's not the end of the world if you're still scrambling to get your taxes done. Stay calm and keep in mind that this happens to millions of Americans every April. As long as you remain proactive, it's unlikely the tax man will come banging down your door. Follow the...

read more

Estate Planning for Blended Families – Five Tips for Success

Estate planning for blended families can be quite challenging and can make spouses wish they had signed a premarital agreement to address these concerns prior to getting married. For example, if a woman with two children marries a wealthy man with two children of his...

read more

Are You Making These Four Common Estate Planning Mistakes?

Most estate planning mistakes tend to fall into one of several categories. Every estate plan has unique features, but the same problems and mistakes recur. Each of the classic mistakes is avoidable. With an awareness of some of the potential pitfalls, you can save...

read more

Legal Documents to Consider When Your Child Turns 18

A child’s 18th birthday is momentous. Your child can register to vote, serve on a jury, marry without parental consent, and own property without a named conservator. At 18, your child may also apply for a credit card and decide to spend spring break in Florida with...

read more

Gifts of Art to Museums and Other Nonprofits

Published in the Estate Planning and Administration Section of the Oregon State Bar, April, 2018 Entire books could be written on estate tax planning for non-citizens. Here is a short analysis of some of the most relevant issues involved with an estate plan for a...

read more

Four Things to Know if an Executor isn’t Doing Their Job

The Portland Art Museum (“PAM”) has received about 90% of its art from individuals seeking to make a meaningful donation and to give back to their community. It’s impossible to walk through PAM without seeing contributions from many local families, starting with the...

read more

Estate Tax and Gift Tax Developments

An executor of an estate is responsible for carrying out the wishes of a decedent, paying the bills, filing taxes, and distributing assets appropriately. The executor has a responsibility to do so in a timely manner and to act in the best interest of the...

read more

Beware of Unintended Consequences of Beneficiary Designations

Thomas Kinkade was an American painter who passed away in April of 2012. He passed away unexpectedly as a result of acute intoxication from alcohol and Valium. At the time of his death, he was legally separated from his wife and lived with his girlfriend. As part of...

read more

Oregon Estate Planning: The Basics

When a decedent who owned over $1,000,000 in assets passes away and all of his or her assets pass via beneficiary designations and not through the normal channels of estate administration, such as probate or trust administration, the Oregon Estate Transfer Tax Return...

read more

Conservatorships vs. Guardianships: Learn the Basics

Originally published in the Portland Business Journal in March of 2017.  Gert Boyle is the famous face of Columbia Sportswear and the first woman ever inducted into the International Sporting Goods Hall of Fame. How she got there should be an inspiration for small...

read more

Care and Estate Planning for Alzheimer’s Patients

A child’s 18th birthday is momentous. Your child can register to vote, serve on a jury, marry without parental consent, and own property without a named conservator. At 18, your child may also apply for a credit card and decide to spend spring break in Florida with...

read more

Tax Law Lessons: The Drawbacks of GoFundMe Accounts

Published in the Estate Planning and Administration Section of the Oregon State Bar, April, 2018 Entire books could be written on estate tax planning for non-citizens. Here is a short analysis of some of the most relevant issues involved with an estate plan for a...

read more

Tax Law Lessons: Mark Zuckerberg’s Charitable Pledge

Most estate planning mistakes tend to fall into one of several categories. Every estate plan has unique features, but the same problems and mistakes recur. Each of the classic mistakes is avoidable. With an awareness of some of the potential pitfalls, you can save...

read more

Estate Planning for Unmarried Couples: What You Need to Know

Published in the Estate Planning and Administration Section of the Oregon State Bar, April, 2018 Entire books could be written on estate tax planning for non-citizens. Here is a short analysis of some of the most relevant issues involved with an estate plan for a...

read more

What Happens to My Facebook Page if I Die?

Originally published in the Portland Business Journal on August 24, 2016 On Oct. 1, 2015, Chris Mintz was shot seven times while trying to protect others from the gunman at Umpqua Community College in Roseburg The day after the shooting, his cousin set up a GoFundMe...

read more

Portland Estate Planning: Beneficiary Designations

Facebook is now making it easier for users to plan for their online afterlife. If a Facebook user passes away and does not provide Facebook with any instructions prior to death, the family of the decedent may contact Facebook and request that the account be deleted....

read more

International Wills

Life insurance is an important consideration for any parent, particularly if the parent is the primary wage earner. If a parent passes away, life insurance can provide a source of financial support to replace the deceased parent’s income. Also, because the odds are...

read more