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Estate Planning

Estate Planning

  • Wills
  • Revocable ("Living") Trusts
  • Irrevocable Trusts
  • Insurance planning and life insurance trusts
  • Special Needs Trusts
  • Business Succession Plans

Lifetime Planning 

  • Financial Powers of Attorney
  • Advance Medical Directive
  • HIPAA Authorzation Forms

Planning for Children 

  • Guardian Designations
  • Custodial Accounts under Transfer to Minors Act
  • Children's Trusts

Charitable Planning 

  • Lifetime and Testamentary Gifts
  • Charitable Lead Trusts
  • Charitable Remainder Trusts

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101 SW Washington Street, Hillsboro, OR 97123