Mindful Estate Planning

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.

 

From My Office in Bend, I Have Been Serving Clients Across Oregon For More Than 25 Years

Estate Plans Tailored For Your Distinctive Lifestyle

Estate Planning

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.

 

Paul Heatherman

Estate Planning Is The Heart Of My Practice

Paul Heatherman

Paul Heatherman

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.

Alexander Drake Building
Avvo Rating 10.0 | Paul B Heatherman | Top Attorney
Villanova University | Graduate Tax Program
Boston University School Of Law