Estate Planning
20 Years of Bringing Smooth Transitions To The Next Generation.
Our Estate Planning attorneys work with you to ensure your present and future needs are met.
Do You Need To ...
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Reduce Estate Taxes
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Make End-Of-Life Decisions For Your Loved One
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Update an Existing Will
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Ensure Smooth Transition of Assets
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Navigate a Complicated Estate
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Make a Will and Don't Know Where To Start?
A Will and Trust Make Up a Solid Estate Plan
What's in a Will
A will is the primary document for transferring your assets upon your death. In a will you decide...
Who inherits which assets and when they should receive them.
Who will manage your estate as executor and/or trustee.
Select a guardian for your minor child.
Provide instructions for managing or selling a family business.
What's a Trust
A trust is an arrangement that allows a third party, known as a trustee, to hold assets on behalf of beneficiaries. So why do you need a trust?
Trusts allow control over your Estate that Wills cannot provide.
Avoid Probate court (Your loved ones fighting over your assets).
Reduce Estate Taxes
Divide Assets Fairly
Meet the Team
Contact Information
Address:
296 Sw Columbia St, Ste. B
Bend, OR 97702
Phone:
Hours:
Monday - Friday: 9:00am - 5pm