by Jim McVittie | Mar 16, 2023 | Uncategorized
When you pass away, your family may need to sign certain documents as part of a probate process in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in your name only and you...
by Jim McVittie | Mar 11, 2023 | Uncategorized
Jerry Lee Lewis passed away in October 2022, leaving behind a long legacy, a large family, and a multimillion-dollar estate. Celebrities can give us a glimpse into lifestyles beyond our wildest dreams. But celebrities face many of the same estate planning issues that...
by Jim McVittie | Mar 8, 2023 | Uncategorized
In estate planning circles, the word “probate” often carries a negative connotation. Indeed, for many people—especially those with valuable accounts and property—financial planners recommend trying to keep accounts and property out of probate whenever possible. That...
by Alyssa Trudeau | Mar 1, 2019 | Concerns for Clients, Uncategorized
We recently became aware of a new solicitation being directed at Oregon business owners we felt you should be aware of. We received a fairly official looking notice from a company called “Workplace Compliance Services” informing us that we needed to file an annual...
by Alyssa Trudeau | Aug 24, 2018 | Concerns for Clients, Estate Planning, Probate & Estate Administration
It appears that Aretha Franklin was among the 58% of US adults who do not have an estate plan. Her estate, estimated to be worth $80 million, will now go through the lengthy and expensive, not to mention quite public, legal process known as probate. While we don’t...
by Alyssa Trudeau | Dec 18, 2017 | Changes in the Law, Concerns for Clients
Click here for information provided to us by Robert S. Keebler and WealthCounsel, LLC regarding the Tax Cuts and Jobs Act bill.
by Legacy Preservation Law | Apr 26, 2016 | Concerns for Clients
There is a reason why we include as many health care documents in our estate plans as we do. We know how important it is to our clients that their wishes are executed. We enroll all of our clients into the DocuBank electronic registry so their advance directives are...
by Legacy Preservation Law | May 5, 2015 | Concerns for Clients
1. Adding your child or someone else to your bank account (Creating a Joint Account). While this may sound like a good idea so that someone can pay your bills if you become incapacitated, the reality is that if you add someone to your account you have not only made a...
by Legacy Preservation Law | Jun 24, 2013 | Upcoming Events & Firm News
For us, DocuBank is a no brainer. It is a great resource for storing our client’s health care directives in a way that makes them easily accessible by medical professionals when they need them the most. Now we have some great news to announce to our clients...
by Legacy Preservation Law | Apr 24, 2013 | Concerns for Clients
Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip. Taking care of these will help you travel with peace of mind,...
