503-224-6611
  • Facebook
  • Twitter
  • Facebook
  • Twitter
  • Home
  • Blog
  • Contact Us
Legacy Preservation Law
  • Areas of Practice
    • Trusts
    • Wills
    • Probate
    • Trust Administration
    • Durable Power of Attorney
    • Health Care Documents
    • DocuBank
  • Attorneys & Staff
    • James D. McVittie, Attorney At Law
    • Lindsay Kearl, Attorney at Law
    • Heidi Mandler-Huff, Attorney
    • Alyssa Trudeau, Drafting and Funding Coordinator
    • Rowyn Hathaway, Client Services Coordinator
  • Resources & Links
  • FAQs
    • What is Probate?
    • Avoiding Probate
    • Benefits of a Trust
    • What About Gifting Money?
Select Page

Oregon Business Owners Targeted in New Scam

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...

Celebrity estate planning mistakes remind us we are all vulnerable

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...

Tax Cuts & Jobs Act Bill Highlights

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.

Report Shows Electronic Health Records Fail to Let Doctors Obtain Advance Directives

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...

5 Common Estate Planning Mistakes

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...

8 Estate Planning Things to Do Before You Travel

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,...
« Older Entries

Blog Categories

  • Changes in the Law
  • Concerns for Clients
  • Estate Planning
  • Probate & Estate Administration
  • Uncategorized
  • Upcoming Events & Firm News

Wealth Counsel - Practice Excellence - Member
Portland Area Business Association

503.224.6611
Fax (503) 224-8811

LEGACY PRESERVATION LAW
4915 NE 42nd Avenue
Portland, OR 97218

FacebookTwitter

Categories

  • Changes in the Law (1)
  • Concerns for Clients (8)
  • Estate Planning (1)
  • Probate & Estate Administration (1)
  • Uncategorized (1)
  • Upcoming Events & Firm News (1)