Resources

As part of the estate planning process, you can make end‑of‑life choices that both reflect your values and do your loved ones a favor by making decisions ahead of time. “Green burial” is a growing natural burial movement that offers a sustainable alternative to...

When your child turns 18, they are an adult in the eyes of the law. That means parents no longer have authority to access their health information or financial accounts, even in an emergency. In Oregon, smart planning through a simple set of documents solves this....

  Whether you’re starting a new venture or running an established business, having the right legal documents in place is essential to protect your company, comply with Oregon laws, and avoid unnecessary risks. From formation documents to employee policies, these...

  For business owners, planning for succession often involves creating a buy-sell agreement to ensure a smooth transition of ownership upon retirement, death, or disability. However, the 2024 federal Connelly decision has significantly altered how the IRS views...

  Running a small business comes with many responsibilities, and one of the most important is managing your employees in compliance with employment laws. Navigating the complexities of state and federal regulations can be challenging, but understanding the basics...

  Negotiating a commercial lease is a critical step for any business, whether you’re opening your first location or expanding operations. While the process may seem straightforward, commercial leases often contain complex terms that can lead to significant legal...

  For families and individuals in Oregon and Washington with more net wealth that the state’s estate tax exclusion limit, gifting is a key strategy to reduce the size of your taxable estate while supporting your loved ones during your lifetime. With Oregon’s...

For many business owners in Oregon and Washington, their business is not just their livelihood—it’s one of their most valuable assets. Protecting your business in your estate plan ensures a smooth transition, safeguards your family’s financial future, and preserves...

When planning your estate, trusts are one of the most powerful tools available to ensure your assets are managed and distributed according to your wishes. Trusts can help you avoid probate, reduce taxes, protect your assets, and provide for loved ones. But with so...

Creating a will (or a trust with a “pour over will”) is a fundamental aspect of estate planning, ensuring that your assets are distributed according to your wishes after your passing. In Oregon, if you pass away without a valid will—a situation known as dying...

Creating an estate plan is essential to protect your family and ensure your wishes are honored, but it is not “set it and forget it”—it’s a living plan that evolves with your life. This is a guide to when to review and update your estate plan.

Bitcoin and other cryptocurrencies present unique challenges in estate planning. Unlike traditional financial assets, Bitcoin is secured by private keys rather than a bank or financial institution. Without proper planning, these assets can become permanently...