If you do not have a current estate plan, now is the time to create or update yours. I can help you understand the importance of trusts, wills, powers of attorney for your finances, medical directives, and related documents such as transfer on death deeds for your real estate holdings or LLC. I am Paul Heatherman, an estate planning lawyer in Bend since 1995. My philosophy is that I do not plan for disasters, I help my clients plan for real life.
Estate Plans Tailored For Your Distinctive Lifestyle
You Can Protect Your Legacy. Ready?
Trusts
Let’s Work Together To Avoid Probate.
Power Of Attorney (POA)
Everyone Needs These Docs. All Set?
My Practice Is 100% Estate Planning
I am not a jack of all trades. I’ve been practicing in Bend since 1995, and will continue to offer a full range of estate planning services going forward.
In addition to providing intelligent estate planning tailored to your unique lifestyle here in Oregon, my practice of law also includes matters relating to estate planning, including preparation of deeds, investments, LLCs and landlord/tenant matters that you may have with your tenants.
Estate Planning Is The Heart Of My Practice
Paul Heatherman
Pointing You In The Right Direction.
Building a lasting family financial legacy starts with a solid estate plan. If you haven’t created or updated your state plan, now is the perfect time to do it. I’m Paul Heatherman, an estate planning lawyer in Bend since 1995, and I can guide you through the essentials of trusts, wills, financial powers of attorney, medical directives, and other critical documents like transfer-on-death deeds for your real estate or LLC interests. My approach is to help clients plan for real life, not just prepare for worst-case scenarios. Let’s work together to ensure your family’s future is secure and your financial legacy endures.
— PAUL R.
Have You Just Moved To Oregon From Out-Of-State?
Oregon’s environment is ideal for many reasons. I love living here and I am here to help you love it as much as I do. If you already have an estate plan, it is a good idea to make updates to it as soon as possible so you can concentrate your energy on settling into the good life here.
Oregon’s graduated estate taxes are high, ranging from 10% to up to 16%, for estates with a gross value of $1 million and higher. Your existing estate plan may not address the nuances under the state’s laws. Wait. Was one of the reasons for your move here because there is no inheritance tax in Oregon? Still true.
Estate taxes apply to the total value of your estate. Your home, rental property, recreational vehicles, cabin in the woods, art collection, sports toys, and other items. You get the picture. In contrast to estate taxes, inheritance taxes apply to the amount the individual heir or beneficiary in Oregon receives. Neither Oregon nor the federal government assesses inheritance taxes. Did you factor in Oregon estate taxes when deciding to move here? That hidden secret comes to light when we least expect it. I can help with better awareness and damage control, in advance.
Oregon Estate Tax Law
Let’s Plan For Real Life. Contact Me For A Free Consultation.
