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Jun 5 2020

Will Your Spouse Inherit Your Estate?

Under Oregon law, if a person passes away (the “decedent”) without a Will/Estate Planning documents, their spouse is ...

May 19 2020

Avoid the Costly Mistake That Could Expose Your Family to Unnecessary Long-Term Care Expenses

Because we are living longer, paying for long-term care is a real concern for many of us. However, ...

Apr 1 2020

How does the Secure Act impact your retirement accounts?

Dear M&B Clients & Professional Partners: Upon returning from our end of the year break, we were greeted ...

Mar 23 2020

Serving Our Clients Safely During COVID-19

Dear M&B Clients & Professional Partners: At Myatt & Bell, P.C., the health and safety of our clients, ...

Apr 1 2019

Oregon Estate Tax Rates 2011 to the Present

With proper estate planning, we can significantly reduce, or even eliminate, your Oregon estate tax liability! completely!  Even if your ...

Mar 26 2019

The Value of Teaching Our Children About Money

Dear M&B Clients & Professional Partners: One of our joys of serving as attorneys is getting to know ...

Jan 3 2019

11 Steps to Probate a Will in Oregon: Timeline for Personal Representatives and Executors

If someone living in Oregon has named you as the personal representative or executor in their Will, you ...

Jan 2 2019

Federal Estate and Gift Tax Rates

In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate and gift tax ...

Oct 14 2018

How to Make the Most Out of Estate Planning

Dear M&B Clients & Professional Partners: We thank you for your trust and confidence in our firm through ...

Sep 29 2017

Don’t Make Your Kids Go to Court to Take Care of You!

When you become incapacitated, it almost always falls on your children to gather, maintain, and manage your financial ...

Sep 29 2017

Who do you trust to handle your affairs?

When creating your estate plan, you say exactly where you want to leave your assets.  But, who is ...

Feb 28 2017

Review Your Estate Planning

Top 10 Reasons To Review Your Estate Plan! Estate planning isn’t meant to be a “one and done” ...

Feb 1 2017

How Likely Is That To Happen?

By: The American Academy of Estate Planning Attorneys The odds of incapacity or premature death are likely higher ...

Mar 9 2015

Estate Planning Attorney John M. Boylston on the Radio

M&B, P.C. Attorney, John M. Boylston, is on Portland Radio Station KKPZ 1330 AM from 5:30-6:00 pm on ...
John Boylston

Jul 18 2014

M&B, P.C. Attorney John M. Boylston Named to Super Lawyers 2014 Oregon Rising Star List

We are excited to announce that Myatt & Bell, P.C. attorney John Boylston has been selected to the ...
Estate Planning for Blended Families

Jun 27 2014

Estate Planning For Blended Families

At Myatt & Bell, P.C. we have worked with many blended families, which consist of various combinations of ...
Basketball

Jun 20 2014

How Estate Planning Saved the Los Angeles Clippers from Donald Sterling

On April 29, NBA commissioner Adam Silver banned Donald Sterling from the league for life and declared that ...

May 6 2014

2014 Federal Estate and Gift Tax Rates

Federal Estate Tax: In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate ...

Mar 31 2014

5 Great Habits to Have for Spring and a Reminder for Children Caring for Elderly Parents:

As Oregonians we are accustomed to seeing raindrops on the window and it can be difficult to believe ...

Mar 26 2014

A Letter to Our Clients Regarding Essential Elements of an Up-To-Date Estate Plan

We recently sent this letter to many of our past clients because there have been many changes in ...

Mar 10 2014

Cross-Training for Financial Fitness

By: The American Academy of Estate Planning Attorneys John and Susan have been married for 38 years. Like ...

Mar 10 2014

Peace of Mind for New Moms and Dads

By: The American Academy of Estate Planning Attorneys A brand new baby brings a special kind of chaos ...

Feb 5 2014

Four Tips for a Pain Free Tax Season

By: The American Academy of Estate Planning Attorneys New Year’s Day has come and gone, and April 15th ...

Feb 5 2014

Estate Planning is a Team Effort

By: The American Academy of Estate Planning Attorneys An effective estate plan is not just a stack of ...

Feb 5 2014

How Life Insurance Can Fund Your Charitable Legacy

By: The American Academy of Estate Planning Attorneys Many people might think it is beyond their means to ...

Dec 28 2013

Why Your Trust Shouldn’t be Short and Sweet

You’ve just returned from your estate planning attorney’s office with a draft of your new Trust. As you ...

Dec 28 2013

Why Everyone Needs an Estate Plan

To many people, it sounds complicated and foreign, something only the wealthy or the elderly need to worry ...

Dec 28 2013

What to Expect at Your First Estate Planning Consultation

By: The American Academy of Estate Planning Attorneys Your first meeting with an estate planning attorney may seem ...

Dec 28 2013

Trusts and Income Tax: Who Pays?

Trusts are an incredibly useful estate planning tool, and they’re becoming ever more popular. As Trusts gain popularity, ...

Dec 28 2013

Special Needs Trusts for Children with Down Syndrome

By: The American Academy of Estate Planning Attorneys Every year, about 6,000 babies with Down syndrome are born ...

Dec 28 2013

Three Ways the IRS Rewards Your Generosity

By: The American Academy of Estate Planning Attorneys Giving generously to charity has many advantages, some obvious, and ...

Dec 28 2013

Three Simple Steps for Managing a Windfall

By: The American Academy of Estate Planning Attorneys We’ve all dreamed of suddenly becoming wealthy by winning a ...

Dec 28 2013

The Problem With Joint Tenancy

By: The American Academy of Estate Planning Attorneys Joint tenancy is a popular way for two or more ...

Dec 28 2013

Tax Breaks for Caring for Your Parents

By: The American Academy of Estate Planning Attorneys As our population ages, many of us find ourselves in ...

Dec 28 2013

What You Should Know About Seminars on Wills & Living Trusts

By: The American Academy of Estate Planning Attorneys Have you ever been invited to an estate planning seminar ...

Dec 28 2013

How to Help Others While Reducing Your Estate

By: The American Academy of Estate Planning Attorneys Lately it seems like natural disasters around the world are ...

Dec 28 2013

What Does a Millionaire Look Like?

By: The American Academy of Estate Planning Attorneys Last year (2009), the number of households in the United ...

Dec 28 2013

10 Essential Estate Planning Facts

By: The American Academy of Estate Planning Attorneys "You may delay, but time will not," Benjamin Franklin. Everyone ...
Estate Planning for Blended Families

Dec 28 2013

One Big Happy Family: How to Avoid an Estate Dispute

By: The American Academy of Estate Planning Attorneys Picture this: at the end of your long, fulfilling life, ...

Dec 28 2013

Parenting Your Grandchildren? You Need a Solid Estate Plan

By: The American Academy of Estate Planning Attorneys Most grandparents act as caregivers for their grandchildren to one ...

Dec 28 2013

Help! My Attorney No Longer Practices Law

By: The American Academy of Estate Planning Attorneys Deb was like most of the rest of us. She ...

Dec 28 2013

Planning Your Estate? Don’t Forget Insurance

By: The American Academy of Estate Planning Attorneys The term “estate planning” calls to mind the process of ...

Dec 28 2013

Estate Planning Without a Crystal Ball

By: The American Academy of Estate Planning Attorneys One of the primary reasons for planning your estate is ...

Dec 28 2013

Planning Your Estate With a Pet Trust

By: The American Academy of Estate Planning Attorneys We love our pets. Each year, Americans spend billions upon ...

Dec 28 2013

Short and Sweet is Not Always Better

When you compare a do-it-yourself Living Trust with one that was prepared by a qualified estate planning attorney, ...

Dec 28 2013

Don’t be Fooled: Estate Planning Isn’t Just for the Wealthy

Maybe it’s the word “estate” that throws so many of us off, but there is something about the ...

Dec 28 2013

Look After Your Spouse Even After You’re Gone

You and your spouse have worked hard to save for your golden years. But have you planned for ...

Dec 28 2013

Make Sure Your Dreams Don’t Turn Into Nightmares

The financial consequences of a divorce can be costly. You can do things right now to protect future ...

Dec 28 2013

Is Your Ex-Spouse Really Out of Your Life?

Divorce is bad enough, but did you know that your children and new spouse can suffer financial devastation ...

Dec 28 2013

Leaving a Ranching Legacy

No day is typical on a ranch. Things always seem to come up that force you to change ...

Dec 28 2013

There’s No Time Like the Present to Review your Plans

Time passes quickly. Life brings change. While these may seem like platitudes, they reflect the truth of most ...

Dec 28 2013

Getting Value Out of Giving with a Charitable Trust

By: The American Academy of Estate Planning Attorneys Americans are givers. In 2010, we gave more than $290 ...

Dec 28 2013

5 Estate Planning Myths

Estate planning. It's on everyone's "should do" list, but it rarely seems to make it to the top ...

Dec 28 2013

Does a Roth Make Sense for You?

Since Congress introduced the Roth IRA in 1997, certain retirement account owners have been able to choose between ...

Dec 28 2013

Helping your Parents Age Gracefully

As you look back over your life, you realize just how much your parents' support has meant to ...

Dec 28 2013

What to Expect When You’re Inheriting

By: The American Academy of Estate Planning Attorneys Who hasn't daydreamed about what they'd do with an inheritance? ...

Dec 28 2013

Planning your Estate with Privacy in Mind

What would you think about your next-door neighbor or your nosy sister-in-law thumbing through the pages of your ...

Dec 28 2013

Your Family Deserves More than an Estate Plan

If you want to leave a true legacy, a traditional estate plan is not enough. With Legacy Planning, ...

Dec 28 2013

I have an Estate Plan: Do I Still Need My Attorney?

Your estate plan is prepared. Your Living Trust is in place and properly funded, you have a Pour-Over ...

Dec 28 2013

Why a Trust Makes Sense – Even if your Child is Not a Child

If your children have reached adulthood, you might assume it's best to leave them their inheritances outright, with ...

Dec 28 2013

Expecting the Unexpected

Life is full of surprises. None of us have a crystal ball, and this means it is unreasonable ...

Dec 28 2013

The Accidental Spouse

John Ober may or may not have thought he was married, but a Montana court certainly believed he ...

Dec 28 2013

Avoid These Four Asset Protection Pitfalls

By: The American Academy of Estate Planning Attorneys If you have creditors, you should consider which asset protection ...

Dec 28 2013

Moving? Don’t Forget to Review Your Estate Plan

A move brings with it a sense of expectation, excitement, and maybe a little trepidation. Whether you’re moving ...

Dec 28 2013

A Quick Guide to Basis

The word basis can have a lot of different meanings. When we’re talking about taxes, though, it has ...

Dec 28 2013

Protect Your Right to Make Medical Decisions

There is a common misconception that as long as you’re healthy, there’s not much need to think about ...

Dec 28 2013

Proper Planning Protects Your Vacation Home

A vacation home is a special place for a family. You buy a beach house or a cabin ...

Dec 27 2013

Planning for the Worst-Case Scenario

Estate planning is one of those things that’s easy to put off. We don’t like to think about ...

Dec 27 2013

Next Generation Planning for Your Family Business

If you’re like many small business owners, you’ve poured your heart and soul into launching your business and ...

Dec 27 2013

This New Year, Resolve to Review Your Estate Planning Options

The holiday whirlwind is over, you’ve packed up the decorations, and life is settling into its familiar routine. ...

Dec 27 2013

James Gandolfini’s Will: 3 Lessons for You and Yours

When Sopranos star James Gandolfini died unexpectedly at the young age of 51, his estate plan sparked a ...

Dec 27 2013

Is an Irrevocable Life Insurance Trust Right for You?

By: The American Academy of Estate Planning Attorneys Irrevocable trusts are a common estate planning tool, and they ...

Dec 27 2013

How Low Interest Rates Can Influence Your Estate Plan

We all know that low interest rates can create excellent opportunities to buy or refinance real estate. But ...

Dec 27 2013

Insurance: The Missing Link in Your Estate Plan?

Insurance might not be the first thing that springs to mind when someone mentions estate planning. We tend ...

Dec 27 2013

I’m a Trustee! Now What?

It is an honor to be named the successor Trustee of a loved one’s Trust. As the name ...

Dec 27 2013

How to Leave an Inheritance for Your Special Needs Child

We all want to make sure our children are financially secure after we’re gone. But accomplishing this means ...

Dec 27 2013

How the American Taxpayer Relief Act Will Affect You

With the fiscal cliff looming, Congress passed the American Taxpayer Relief Act of 2012 on January 1, 2013. ...

Dec 27 2013

How a Pet Trust Can Protect Your Furry Friends

If you have a pet, you know firsthand the bond that can develop between humans and animals. Many ...

Dec 27 2013

Home: Your Most Valuable Investment

“There is a magic in that little world, home; it is a mystic circle that surrounds comforts and ...

Dec 27 2013

Gifts to Minors: Sharing Your Wealth the Smart Way

One way to reduce your estate tax bill is to give money away during your lifetime. If you ...

Dec 27 2013

Fair Does Not Always Mean Equal

“It’s not fair!” Parents hear this protest all the time, and it often comes from children who confuse ...

Dec 27 2013

Estate Planning is Essential for Same-Sex Couples

You might not realize it, but you already have an estate plan. Even if you’ve never created a ...

Dec 27 2013

Estate Planning Across Borders

As the world gets smaller, it is increasingly common for people to own assets in a variety of ...

Dec 27 2013

An Estate Plan: Don’t Leave Home Without It

Your bags are packed, the reservations have been made, and the kids are looking forward to spending a ...

Dec 27 2013

Eighteen: The Magic Number?

Ask the parent of an eighteen-year-old whether their child is an adult, and you’re likely to get a ...

Dec 27 2013

DOMA’s Impact on Estate Planning for LGBT Couples

June 26, 2013 was a landmark day for LGBT couples across the United States. With two much-anticipated rulings, ...

Dec 27 2013

Does Your Estate Plan Include Digital Assets?

As we move further into the “electronic age,” we seem to spend more of our lives online. Many ...

Dec 27 2013

Be Prepared With Year-End Tax Strategies

As the year draws to a close, tax season might be the last thing on your mind. But ...

Dec 27 2013

Five Things Every Woman Should Know About Estate Planning

Not long ago, wives were “silent partners” when it came to estate planning. Husbands were the ones in ...

Dec 27 2013

Five Non-Tax Reasons You Need an Estate Plan

One of the biggest myths about estate planning is that it is something only wealthy people need because ...

Will Your Spouse Inherit Your Estate?

Under Oregon law, if a person passes away (the “decedent”) without a Will/Estate Planning documents, their spouse is ...

Avoid the Costly Mistake That Could Expose Your Family to Unnecessary Long-Term Care Expenses

Because we are living longer, paying for long-term care is a real concern for many of us. However, ...

How does the Secure Act impact your retirement accounts?

Dear M&B Clients & Professional Partners: Upon returning from our end of the year break, we were greeted ...

Serving Our Clients Safely During COVID-19

Dear M&B Clients & Professional Partners: At Myatt & Bell, P.C., the health and safety of our clients, ...

Oregon Estate Tax Rates 2011 to the Present

With proper estate planning, we can significantly reduce, or even eliminate, your Oregon estate tax liability! completely!  Even if your ...

The Value of Teaching Our Children About Money

Dear M&B Clients & Professional Partners: One of our joys of serving as attorneys is getting to know ...

11 Steps to Probate a Will in Oregon: Timeline for Personal Representatives and Executors

If someone living in Oregon has named you as the personal representative or executor in their Will, you ...

Federal Estate and Gift Tax Rates

In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate and gift tax ...

How to Make the Most Out of Estate Planning

Dear M&B Clients & Professional Partners: We thank you for your trust and confidence in our firm through ...

Don’t Make Your Kids Go to Court to Take Care of You!

When you become incapacitated, it almost always falls on your children to gather, maintain, and manage your financial ...

Who do you trust to handle your affairs?

When creating your estate plan, you say exactly where you want to leave your assets.  But, who is ...

Review Your Estate Planning

Top 10 Reasons To Review Your Estate Plan! Estate planning isn’t meant to be a “one and done” ...

How Likely Is That To Happen?

By: The American Academy of Estate Planning Attorneys The odds of incapacity or premature death are likely higher ...

Estate Planning Attorney John M. Boylston on the Radio

M&B, P.C. Attorney, John M. Boylston, is on Portland Radio Station KKPZ 1330 AM from 5:30-6:00 pm on ...
John Boylston

M&B, P.C. Attorney John M. Boylston Named to Super Lawyers 2014 Oregon Rising Star List

We are excited to announce that Myatt & Bell, P.C. attorney John Boylston has been selected to the ...
Estate Planning for Blended Families

Estate Planning For Blended Families

At Myatt & Bell, P.C. we have worked with many blended families, which consist of various combinations of ...
Basketball

How Estate Planning Saved the Los Angeles Clippers from Donald Sterling

On April 29, NBA commissioner Adam Silver banned Donald Sterling from the league for life and declared that ...

2014 Federal Estate and Gift Tax Rates

Federal Estate Tax: In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate ...

5 Great Habits to Have for Spring and a Reminder for Children Caring for Elderly Parents:

As Oregonians we are accustomed to seeing raindrops on the window and it can be difficult to believe ...

A Letter to Our Clients Regarding Essential Elements of an Up-To-Date Estate Plan

We recently sent this letter to many of our past clients because there have been many changes in ...

Cross-Training for Financial Fitness

By: The American Academy of Estate Planning Attorneys John and Susan have been married for 38 years. Like ...

Peace of Mind for New Moms and Dads

By: The American Academy of Estate Planning Attorneys A brand new baby brings a special kind of chaos ...

Four Tips for a Pain Free Tax Season

By: The American Academy of Estate Planning Attorneys New Year’s Day has come and gone, and April 15th ...

Estate Planning is a Team Effort

By: The American Academy of Estate Planning Attorneys An effective estate plan is not just a stack of ...

How Life Insurance Can Fund Your Charitable Legacy

By: The American Academy of Estate Planning Attorneys Many people might think it is beyond their means to ...

Why Your Trust Shouldn’t be Short and Sweet

You’ve just returned from your estate planning attorney’s office with a draft of your new Trust. As you ...

Why Everyone Needs an Estate Plan

To many people, it sounds complicated and foreign, something only the wealthy or the elderly need to worry ...

What to Expect at Your First Estate Planning Consultation

By: The American Academy of Estate Planning Attorneys Your first meeting with an estate planning attorney may seem ...

Trusts and Income Tax: Who Pays?

Trusts are an incredibly useful estate planning tool, and they’re becoming ever more popular. As Trusts gain popularity, ...

Special Needs Trusts for Children with Down Syndrome

By: The American Academy of Estate Planning Attorneys Every year, about 6,000 babies with Down syndrome are born ...

Three Ways the IRS Rewards Your Generosity

By: The American Academy of Estate Planning Attorneys Giving generously to charity has many advantages, some obvious, and ...

Three Simple Steps for Managing a Windfall

By: The American Academy of Estate Planning Attorneys We’ve all dreamed of suddenly becoming wealthy by winning a ...

The Problem With Joint Tenancy

By: The American Academy of Estate Planning Attorneys Joint tenancy is a popular way for two or more ...

Tax Breaks for Caring for Your Parents

By: The American Academy of Estate Planning Attorneys As our population ages, many of us find ourselves in ...

What You Should Know About Seminars on Wills & Living Trusts

By: The American Academy of Estate Planning Attorneys Have you ever been invited to an estate planning seminar ...

How to Help Others While Reducing Your Estate

By: The American Academy of Estate Planning Attorneys Lately it seems like natural disasters around the world are ...

What Does a Millionaire Look Like?

By: The American Academy of Estate Planning Attorneys Last year (2009), the number of households in the United ...

10 Essential Estate Planning Facts

By: The American Academy of Estate Planning Attorneys "You may delay, but time will not," Benjamin Franklin. Everyone ...
Estate Planning for Blended Families

One Big Happy Family: How to Avoid an Estate Dispute

By: The American Academy of Estate Planning Attorneys Picture this: at the end of your long, fulfilling life, ...

Parenting Your Grandchildren? You Need a Solid Estate Plan

By: The American Academy of Estate Planning Attorneys Most grandparents act as caregivers for their grandchildren to one ...

Help! My Attorney No Longer Practices Law

By: The American Academy of Estate Planning Attorneys Deb was like most of the rest of us. She ...

Planning Your Estate? Don’t Forget Insurance

By: The American Academy of Estate Planning Attorneys The term “estate planning” calls to mind the process of ...

Estate Planning Without a Crystal Ball

By: The American Academy of Estate Planning Attorneys One of the primary reasons for planning your estate is ...

Planning Your Estate With a Pet Trust

By: The American Academy of Estate Planning Attorneys We love our pets. Each year, Americans spend billions upon ...

Short and Sweet is Not Always Better

When you compare a do-it-yourself Living Trust with one that was prepared by a qualified estate planning attorney, ...

Don’t be Fooled: Estate Planning Isn’t Just for the Wealthy

Maybe it’s the word “estate” that throws so many of us off, but there is something about the ...

Look After Your Spouse Even After You’re Gone

You and your spouse have worked hard to save for your golden years. But have you planned for ...

Make Sure Your Dreams Don’t Turn Into Nightmares

The financial consequences of a divorce can be costly. You can do things right now to protect future ...

Is Your Ex-Spouse Really Out of Your Life?

Divorce is bad enough, but did you know that your children and new spouse can suffer financial devastation ...

Leaving a Ranching Legacy

No day is typical on a ranch. Things always seem to come up that force you to change ...

There’s No Time Like the Present to Review your Plans

Time passes quickly. Life brings change. While these may seem like platitudes, they reflect the truth of most ...

Getting Value Out of Giving with a Charitable Trust

By: The American Academy of Estate Planning Attorneys Americans are givers. In 2010, we gave more than $290 ...

5 Estate Planning Myths

Estate planning. It's on everyone's "should do" list, but it rarely seems to make it to the top ...

Does a Roth Make Sense for You?

Since Congress introduced the Roth IRA in 1997, certain retirement account owners have been able to choose between ...

Helping your Parents Age Gracefully

As you look back over your life, you realize just how much your parents' support has meant to ...

What to Expect When You’re Inheriting

By: The American Academy of Estate Planning Attorneys Who hasn't daydreamed about what they'd do with an inheritance? ...

Planning your Estate with Privacy in Mind

What would you think about your next-door neighbor or your nosy sister-in-law thumbing through the pages of your ...

Your Family Deserves More than an Estate Plan

If you want to leave a true legacy, a traditional estate plan is not enough. With Legacy Planning, ...

I have an Estate Plan: Do I Still Need My Attorney?

Your estate plan is prepared. Your Living Trust is in place and properly funded, you have a Pour-Over ...

Why a Trust Makes Sense – Even if your Child is Not a Child

If your children have reached adulthood, you might assume it's best to leave them their inheritances outright, with ...

Expecting the Unexpected

Life is full of surprises. None of us have a crystal ball, and this means it is unreasonable ...

The Accidental Spouse

John Ober may or may not have thought he was married, but a Montana court certainly believed he ...

Avoid These Four Asset Protection Pitfalls

By: The American Academy of Estate Planning Attorneys If you have creditors, you should consider which asset protection ...

Moving? Don’t Forget to Review Your Estate Plan

A move brings with it a sense of expectation, excitement, and maybe a little trepidation. Whether you’re moving ...

A Quick Guide to Basis

The word basis can have a lot of different meanings. When we’re talking about taxes, though, it has ...

Protect Your Right to Make Medical Decisions

There is a common misconception that as long as you’re healthy, there’s not much need to think about ...

Proper Planning Protects Your Vacation Home

A vacation home is a special place for a family. You buy a beach house or a cabin ...

Planning for the Worst-Case Scenario

Estate planning is one of those things that’s easy to put off. We don’t like to think about ...

Next Generation Planning for Your Family Business

If you’re like many small business owners, you’ve poured your heart and soul into launching your business and ...

This New Year, Resolve to Review Your Estate Planning Options

The holiday whirlwind is over, you’ve packed up the decorations, and life is settling into its familiar routine. ...

James Gandolfini’s Will: 3 Lessons for You and Yours

When Sopranos star James Gandolfini died unexpectedly at the young age of 51, his estate plan sparked a ...

Is an Irrevocable Life Insurance Trust Right for You?

By: The American Academy of Estate Planning Attorneys Irrevocable trusts are a common estate planning tool, and they ...

How Low Interest Rates Can Influence Your Estate Plan

We all know that low interest rates can create excellent opportunities to buy or refinance real estate. But ...

Insurance: The Missing Link in Your Estate Plan?

Insurance might not be the first thing that springs to mind when someone mentions estate planning. We tend ...

I’m a Trustee! Now What?

It is an honor to be named the successor Trustee of a loved one’s Trust. As the name ...

How to Leave an Inheritance for Your Special Needs Child

We all want to make sure our children are financially secure after we’re gone. But accomplishing this means ...

How the American Taxpayer Relief Act Will Affect You

With the fiscal cliff looming, Congress passed the American Taxpayer Relief Act of 2012 on January 1, 2013. ...

How a Pet Trust Can Protect Your Furry Friends

If you have a pet, you know firsthand the bond that can develop between humans and animals. Many ...

Home: Your Most Valuable Investment

“There is a magic in that little world, home; it is a mystic circle that surrounds comforts and ...

Gifts to Minors: Sharing Your Wealth the Smart Way

One way to reduce your estate tax bill is to give money away during your lifetime. If you ...

Fair Does Not Always Mean Equal

“It’s not fair!” Parents hear this protest all the time, and it often comes from children who confuse ...

Estate Planning is Essential for Same-Sex Couples

You might not realize it, but you already have an estate plan. Even if you’ve never created a ...

Estate Planning Across Borders

As the world gets smaller, it is increasingly common for people to own assets in a variety of ...

An Estate Plan: Don’t Leave Home Without It

Your bags are packed, the reservations have been made, and the kids are looking forward to spending a ...

Eighteen: The Magic Number?

Ask the parent of an eighteen-year-old whether their child is an adult, and you’re likely to get a ...

DOMA’s Impact on Estate Planning for LGBT Couples

June 26, 2013 was a landmark day for LGBT couples across the United States. With two much-anticipated rulings, ...

Does Your Estate Plan Include Digital Assets?

As we move further into the “electronic age,” we seem to spend more of our lives online. Many ...

Be Prepared With Year-End Tax Strategies

As the year draws to a close, tax season might be the last thing on your mind. But ...

Five Things Every Woman Should Know About Estate Planning

Not long ago, wives were “silent partners” when it came to estate planning. Husbands were the ones in ...

Five Non-Tax Reasons You Need an Estate Plan

One of the biggest myths about estate planning is that it is something only wealthy people need because ...

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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