By using different methods and handling all aspects of estate planning, Harris & Bowker LLP can customize your estate plan to fit your needs, whether you have a complex estate in need of extensive tax planning or a simple estate plan to give you and your loved ones peace of mind.
Estate planning includes more than just planning for what happens to your assets after death. We can help structure a plan for lifetime gifting, using your assets during your lifetime and help with future gift tax and estate planning. We also prepare documents that address your healthcare and medical needs throughout your lifetime.
Tools we use in formulating an estate plan include:
Estate planning includes more than just planning for what happens to your assets after death. We can help structure a plan for lifetime gifting, using your assets during your lifetime and help with future gift tax and estate planning. We also prepare documents that address your healthcare and medical needs throughout your lifetime.
Tools we use in formulating an estate plan include:
- Wills
- Revocable Living Trusts
- Irrevocable Life Insurance Trusts
- Advance Directives
- General Durable Powers of Attorney for Financial Matters
- HIPAA Authorizations
- Lifetime Gifting Programs
- Business Succession Planning
- Family Limited Partnerships & Family Limited Liability Companies
- Pet Trusts
Consider these questions when you consult an attorney regarding your estate plan:
- What assets do you own?
- Do you currently have an estate plan? If so, what does it contain?
- Where and to whom do you want your assets to go upon your death?
- Do you have real property in multiple states?
- What documents do you have currently that tell others your wishes in regards to medical care?
- If you are a business owner, what will happen to the business on your death? Will the business continue to operate?
- Is there a plan for the future welfare and education of your children on your death?
10300 SW Greenburg Road, Suite 530, Portland, OR 97223-5486 Telephone: (503) 293-0073 Facsimile: (503) 245-4497