Category Archives: Estate Planning

In-depth Look at ABLE Account Uses

ABLE (Achieving a Better Life Experience Act of 2014) accounts allow people with disabilities or their families to establish tax-free savings accounts.  These accounts won’t affect their ability to qualify for, or remain on, government assistance as long as the account … Continue reading

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Upcoming Classes, Spring 2017

Please join attorney, Kara Daley, for her Spring 2017 Legal Savvy Seminars at the Corvallis Senior Center. How to Avoid Probate Have you heard a horror story about probate? To find out what’s really involved and how to protect yourself, … Continue reading

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Mom’s Dying: How Do I get her Affairs in Order?

Please accept our sympathy even as we recognize your need for plan language. Although this is a difficult time, it is mom’s last chance to straighten out her affairs and there are some things that she may need to do. … Continue reading

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The Best Laid Plans….

Have you seen, “Manchester by the Sea?” This sad, cinematic depiction of a father’s death, highlights the need for parents to plan, realistically for their minor children. In the film, the father presumes his brother will act as guardian and … Continue reading

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Legal Savvy Series: 2016 Classes

How to Avoid Probate: Have you heard a horror story about probate? To find out what’s really involved and how to protect yourself- bring your questions to this brief, funny and insightful class. Thursday, December 1, 2016 at 12:15 Understanding Estate … Continue reading

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WHY DIDN’T PRINCE HAVE A WILL?

With the recent news its hard not to wonder how some one so famous could have neglected something so important. But really, its easy to understand, do you have a will? Do your parents? The inherit pessimism involved in estate … Continue reading

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Why Do I Need a Stand Alone IRA Trust?

“I already have an revocable living trust, why do I want yet another trust? ” This is a common response I hear from clients and professionals at mention of these trusts. However, there are two very good reasons for this trust: … Continue reading

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Tricks for Tracking Down Benefits

When a special needs planner meets with the family of a person with special needs, the planner will often ask the family what federal disability benefit their loved one receives.  In many cases, the family will tell the planner that … Continue reading

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When Your Disabled Child Turns 18: Financial Support When a child turns 18, a family should establish the foundation for the child’s support and well-being through solid financial and legal planning. If parents make the wrong decisions during this transition, … Continue reading

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Starting a New Job? Consider These Tips!

When you start a new job you may be offered a range of employee benefits, from retirement accounts to life insurance. If you are the parent of a minor child or child with special needs, the decisions you make about … Continue reading

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