RESOURCES
The Hidden Risks of Growing Older Without a Life & Legacy Plan
More adults are aging alone, and even with family nearby, aging brings challenges most people don’t see coming. Learn how a Life & Legacy Plan ensures you are cared for with dignity and your wishes are honored.
Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead
Losing someone you love reshapes your world in ways you may never expect. But you can make it easier on the people you love most.
Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate
Inheriting a home comes with hidden responsibilities that can overwhelm grieving families. From security concerns to ongoing maintenance, learn what to expect and how proper planning can prevent costly surprises.
Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning
You created your estate plan documents, thinking you did the right thing. But then your loved ones are left dealing with a time-consuming, expensive mess you left them. Why?
The Cost of a Cheap Plan: Why “Bargain” Estate Planning Often Costs the Most
Like buying a cheap car, bargain-priced estate planning can leave your loved ones stranded. Here’s why a comprehensive Life & Legacy Plan is worth the investment.
A Texas Mail Carrier's Act of Love Shows Why Your Pets Need a Plan Too
When Ian Burke, a Texas mail carrier, rushed to adopt Floyd—a 70-pound dog whose owner had died—he saved one pet from an uncertain fate, but thousands of others aren't so lucky.
The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
How you approach meal planning reveals your deepest values about money and time – and surprisingly, it mirrors exactly how you should approach protecting your family's future.
In Case of Emergency: A Comprehensive Estate Planning Packet
Give your loved ones the gift of peace of mind by getting your important information organized. Use this free comprehensive Estate Planning Packet, created in collaboration with the Oregon Will Lady, to get organized.
End of the Year Estate Planning Checklist
Use this end of the year Estate Planning Checklist to easily review your estate plan and make sure it still meets your needs.
Benefits of a Simple Will
A common misconception is that an estate plan is only helpful if you have kids or a lot of stuff, but almost anyone can benefit from a simple will.
Choosing Your Business Entity
In addition to the thousands of other decisions you make when you start a business, choosing the type of legal entity for your new company is an important one. Make an informed decision by understanding the common types of business entities.
Common Estate Planning Documents Explained
In Oregon, the four most common estate planning documents are a will, trust, power of attorney, and advance directive. Understand more about how these documents work to protect your interests and reduce the burden on your family when administering your estate.