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Tailoring Your Estate Plan To Your Needs

Everyone has their own reasons to create an estate plan. Perhaps you are a young family who wants a plan in place should something happen to you and your spouse. Maybe you want as much of your estate as possible to bypass the probate process. You may be concerned about business succession planning, the impact of the estate tax, or for your estate to achieve charitable goals.

Whatever your station in life, a knowledgeable estate planning lawyer will be instrumental in helping you accomplish your objectives. At Shimada Law, we develop comprehensive estate planning strategies for clients in Beaverton, Salem, in the Portland area and across Oregon. Our law firm is a strong resource for families who need both complex and simple estate planning strategies.

Preparing The Full Range Of Estate Planning Documents

Depending on your situation, you may require a relatively simple estate plan. In these situations, we may create a will or a revocable living trust and pour-over will to pass on your assets to your loved ones. We can also create documents such as a durable power of attorney and a living will or advance directive to aid your loved ones in the event you become incapacitated.

For clients with substantial assets, there are a number of estate planning instruments that can accomplish their goals such as:

  • Irrevocable trusts
  • Irrevocable life insurance trusts (ILIT)
  • Spousal lifetime access trusts (SLAT)
  • Grantor retained annuity trusts (GRAT)
  • Charitable remainder trusts (CRT)
  • Crummey trusts

To learn more, please view our pages discussing Types Of Trusts and Business Transition Planning information.

Each of these and other estate planning instruments are particularly complex, requiring the assistance of a skilled attorney. When you work with our law firm, you will work directly with our attorney Alexis Shimada. Alexis will ask many questions about your family, your assets and your goals in order to get started on creating an estate plan that is customized to your needs.

Contact Our Law Firm To Discuss Your Estate Planning Needs

Your future is coming, whether you plan for it or not. Take your future into your own hands by planning today. Our attorneys can help you create a will, trust or plan that helps preserve your hard-earned wealth and provides for your loved ones well after your passing. Your first appointment is free, just call us at 503-863-2732. You can also reach us online.