Estate Planning

Live Online Seminars

Register for a complimentary live online seminar to learn how estate planning can save your family thousands of dollars.

Areas of Practice

We believe in building up, strengthening and protecting families across generations.

budgeting

Estate Planning

Regardless the size of an estate, it's important to have a plan.

attorney

Probate

Avoid possible traps and problems that arise in the Probate process.

insurance

Guardianship & Conservatorship

Protect and care for an incapacitated family member or friend.

taxes

Wills & Powers of Attorney

Your will is a key element in your basic estate plan.

income

Trust Administration

Care for your family with proper trust administration.

emergency fund

Medicaid Planning

Plan for long term care and learn the requirements for Medicaid.

profit

Living Trusts & Tax Planning

Avoid costly probate, reduce taxes and protect your legacy.

retirement savings

Elder Law

Be prepared for a potential period of incapacity.

leasing

Business Succession Planning

Learn how to prepare your existing business for your successors.

Will Your Family Pay Estate Taxes?

Estate planning can save you thousands of dollars.

M&B Monthly: October 2021

In this edition of M&B Monthly... Letter From The President: Introduction To A Grantor Retained Annuity Trust (GRAT) Grantor Retained Annuity Trusts Explained - ...

M&B Monthly: August 2021

In this edition of M&B Monthly... From the President: Introducing our New Grown & Flown Package Grown and Flown, by Dina Weathers Estate Planning ...

M&B Monthly: July 2021

In this edition of M&B Monthly... Letter from the President – Spousal Lifetime Access Trust (SLAT) Estate Planning = Peace of Mind A Little ...

Contact Us

Call (503) 641-6262 or contact us online for your complimentary estate planning consultation.

10300 SW Greenburg Rd #500
Portland, OR 97223
Phone: (503) 641-6262
Fax: (503) 546-9724

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