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 | 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,...
