Estate Planning Weekly

Here are 3 things to consider when deciding how to leave an inheritance to your children. www.myestateplanmeeting.com

Three things to think about: Do you have a Will or Trust based Estate Plan? Is your Power of Attorney durable or not? Have you given a copy of your Power of Attorney to the 3rd parties that may need them? www.myestateplanmeeting.com

You can protect your own assets, but at a pretty high cost. It's easier, and very worthwhile, to protect the assets you leave behind. www.myestateplanmeeting.com

Just writing a Will or Trust is not enough. There are certain things you must do to make what is written work. www.myestateplanmeeting.com

Without a proper plan, your property may not end up going to your heirs. www.myestateplanmeeting.com

From Zero documents to over 20 documents...what's in an estate plan? Find out what should be in your estate plan by booking your complimentary Strategy Session. www.myestateplanmeeting.com

Answering your questions about Estate Planning. What is the benefit of someone in their thirties starting an estate plan? What steps would you recommend for a young family to take regarding their estate plan when they do not have many assets? When it comes to estate planning, is being married an asset or liability in Oregon? Why do you think so many people put off estate planning? www.myestatplanmeeting.com

First you need to determine who you want things simple for. From there you have many options. www.myestateplanmeeting.com

One benefit of leaving inheritances in trust is asset protection. Make sure your estate plan doesn't defeat that asset protection. www.myestateplanmeeting.com

Making a gift, intentionally or by accident, can make you liable for additional taxes.   www.myestateplanmeeting.com

Young couples with Estate Plans can reduce conflict with in-laws in the event of a tragedy.

Moving to a new state is a life change that should trigger a review of your estate plan. www.myestateplanmeeting.com

The arrival of a first child often gets people thinking about estate planning. You don't have to wait for your baby to arrive before putting your plan in place. www.myestateplanmeeting.com

Estate Planning is not all about the documents. It's also about knowing that you have a plan in place when it's needed. www.myestateplanmeeting.com

It can be a difficult discussion, but there are some basics your kids should know. www.myestateplanmeeting.com

Life Insurance, Retirement Accounts, etc. - Completing your beneficiary designations is a must. www.myestateplanmeeting.com

Trusts offer many, many benefits...and those benefits are not only for the wealthy. www.myestateplanmeeting.com

If you are leaving an inheritance in trust, or you're the beneficiary of a trust, you need to know what a Power of Appointment is. www.myestateplanmeeting.com 

Owning real property in multiple states can lead to additional costs and fees if you have a Will based estate plan. In this scenario a Trust based plan may serve you better. www.myestateplanmeeting.com

There are trusts that can protect your assets, but a revocable trust is not one of them. www.myestateplanmeeting.com