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Author Archives: Kara Daley
Final Thoughts
After 25 years as an attorney, I have helped thousands of clients with their estate planning. During this time, I have learned that legal documents, no matter how well drafted, may not cover all of the details you need others … Continue reading
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Charity as a Remainder Beneficiary for an IRA SNT
Many families planning for the care of their loved one with special needs set up special needs trusts (SNT). These trusts allow assets to be left to a disabled or chronically ill person without disqualifying them for certain benefits, such … Continue reading
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Guardianships in Oregon
There has been a lot to read lately about Brittney Spears. Many people are now concerned that they could be subjected to an unwanted guardianship or conservatorship. Well, for better or worse, most of us do not have the issues … Continue reading
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Bankruptcy?!
Bankruptcy is scary to think about. Many of my client from the wealthy and the not-so wealthy come into my office desperate and shell-shocked. “How did it come to this,” they may ask. But the real question to ask is, … Continue reading
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Why Create a Trust?
There are many types of trusts but generally people are thinking of a Revocable Living Trusts for estate planning. There is no one size fits all estate plan but Revocable Living Trusts can: Avoid probate and simplify the transfers of … Continue reading
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When Should You Change Your Estate Plan?
You completed and executed your estate plan. Everyone you’ve selected to serve — your agent, guardian for minors, trustees, health care proxy, and your personal representative, —has signed the paperwork. All set? For now, yes. But it’s a good idea … Continue reading
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Do I Need a Power of Attorney?
A power of attorney grants another person the authority to step into your shoes and make legal and financial decisions on your behalf. This does not take away your authority to act, rather your power of attorney adds another person … Continue reading
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Interesting Times
I myself have never wanted to live in interesting times. I liked my small law practice, my family time and my pets. Fortunately, I also like gardening as I will be doing quite a bit of that in the days … Continue reading
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Tales from the Apocalypse
The dawning of the apocalypse has brought to fruition the closely held dreams of my three children- that school is now canceled-possibly indefinitely. Well, I am glad they have some joy in these troubling times. For the rest of us, … Continue reading
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Choosing a Guardian for Your Child
Preparing a comprehensive estate plan to protect a child can be an difficult. On the one hand, parents should be relieved that they are taking steps to guarantee that their child will be cared for after they are gone. On … Continue reading
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