RESOURCES
In Case of Emergency: A Comprehensive Estate Planning Packet
Give your loved ones the gift of peace of mind by getting your important information organized. Use this free comprehensive Estate Planning Packet, created in collaboration with the Oregon Will Lady, to get organized.
End of the Year Estate Planning Checklist
Use this end of the year Estate Planning Checklist to easily review your estate plan and make sure it still meets your needs.
Benefits of a Simple Will
A common misconception is that an estate plan is only helpful if you have kids or a lot of stuff, but almost anyone can benefit from a simple will.
Choosing Your Business Entity
In addition to the thousands of other decisions you make when you start a business, choosing the type of legal entity for your new company is an important one. Make an informed decision by understanding the common types of business entities.
Common Estate Planning Documents Explained
In Oregon, the four most common estate planning documents are a will, trust, power of attorney, and advance directive. Understand more about how these documents work to protect your interests and reduce the burden on your family when administering your estate.