It’s official; fall is here. The crispness in the air will soon become sweater weather and lead to gathering with loved ones and all things cozy. But, OH MY GOURD, before you don your flannels, jump in a pile of leaves, or order that pumpkin spice latte, please be sure to create the estate plan you’ve been putting off. While wildly underrated, estate planning with the right attorney can be bushels of fun, and more importantly, it will bring you peace of mind that lasts well beyond the golden foliage.
Back to school marks a bittersweet moment for every parent. The slow summer days are over, and the early morning regimen begins anew. In a blink, the kids are somehow a “year older.” The first day of school requires so much thoughtful planning that it’s both eagerly anticipated and agonizingly dreaded. In the weeks leading up to the big day, there’s shopping for new clothes, checking off school supply lists, getting routine physical exams and vaccines, and filling out school forms. Might we suggest that while you’re in the throes of planning, you add estate planning to your list? Without a doubt, a new wave of COVID coupled with back-to-school has people thinking about the passage of time. Let’s use it as a time not to fear, but rather, to prepare. The key to successful estate planning? Do it before you need to.
“I just want my life back.”
— Britney Spears, 2021
You may have heard the terms guardianship and conservatorship, but you may not know that they are distinct legal arrangements. While commonly used together in the same proceeding, guardianship deals with having control over someone’s person, while conservatorship deals with having control over someone’s money matters.
After the year we’ve had, many of us are more than ready to take off on a summer adventure. If you’re like me, you have spent the last few months daydreaming of sandy beaches, crashing waves, and a little break from the monotony of everyday life. Now that the kids are out of school and it is officially summer break, you might be in the planning stages of making that dream a reality.
A word of advice, if I may: get your estate plan in shape before you go.
Mother’s Day is the one special day of the year that we set aside to show the moms in our lives how much we appreciate them. Finding the perfect gift can be tricky, especially when you consider the sleepless nights, hard work, endless love, and constant worry of a mother. It’s been said that “a mother’s work is never done.” In that spirit, why not do something for mom that she’s been meaning to do, but simply hasn’t devoted the time to yet? I’m talking of course about an estate plan.
If you’re like a lot of Oregonians, you may run for the sunshine when the days grow grey, and the temperatures drop. It is increasingly common, particularly for our retired clients, to become seasonal residents or “snowbirds”. These folks leave the state for the dreary fall and winter and return for those glorious spring and summer months we are known for here in the Pacific Northwest. While it may sound simple enough, and in fact, something many of us aspire to do one day, maintaining multiple homes in multiple states requires extra attention when it comes to estate planning.
Q: Why did you decide to practice law?
I took an internship class at UC Irvine while I was rehabilitating from shoulder surgery and was randomly placed in a solo practitioner’s law office. I really enjoyed the experience and the opportunity to help people that practicing law provided. From there, I sought out distinct legal experiences to confirm that practicing law was what I wanted to do with my life. Once I knew that it was for me, I applied to law school and never looked back.
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