Establishing An Estate Plan To Protect Your Loved Ones And Legacy

No one wants to imagine a time when they leave their loved ones behind. While there is no way to control what happens in the future, you have a say over your assets and decisions after you pass. Whether this is your first time considering an estate plan or you recently moved to Bend and need to make modifications, I can help you.

Since 1995, I have focused my legal practice on helping the Bend community develop comprehensive estate plans that safeguard their estate and loved ones and help them avoid probate. Many people may worry that it is too early or too late to establish an estate plan. However, everyone – regardless of age, size of family or net worth – should have an estate plan to protect themselves and their loved ones. And unlike buying a will/trust online, one size does not fit all. We will customize to fit your needs.

Take Steps Today To Save Your Family Stress In The Future

An estate plan is more than just a simple document determining who will receive certain assets after your passing. You can also include measures such as a financial or medical power of attorney to make important decisions when you are incapacitated and unable to.

A comprehensive estate plan may include numerous documents, including:

• A will
• Trusts
• Power of attorney
• Medical power of attorney

Only 10 states have an estate tax and Oregon is one of them. If your estate is worth more than $1 million, the state will tax it from 10% to 16%, which can amount to a considerable portion of your estate. However, you can protect your beneficiaries and heirs from losing part of their inheritance by creating an estate plan and trust.

Let’s Work Together On Your Estate Plan

I strive to make the estate planning process more accessible for my clients. When you meet with me, you don’t need to bring every old document you own or spend time filling out a lengthy questionnaire. I will take the time to get to know you and listen to your goals and concerns before advising you of your options.

Your best chance at helping your loved ones avoid time-consuming probate and hefty estate taxes is to work on your estate plan today. To schedule a free consultation, call me at 541-597-9241 or complete my online contact form to get in touch.