Estate Strategies

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren't the items that have the most meaning for the loved ones we leave behind. Smaller items, like family heirlooms and k...

Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by a court to care for seniors who are no longer able to care for themselves. And though you may not want to believe such a thing could happen, you need to know th...

Protect Your Children's Inheritance With A Lifetime Asset Protection Trust As a parent, you're likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life's work. But without taking the proper precautions, the wealth you pass on is...

Business Basics Series: The Importance of Succession Planning and Valuation Prior to Sale What is succession planning and why is it so important? Succession Planning is a process designed to help you prepare for a possible change in leadership or ownership, such as a key employee leaving your bus...

Talking Branding with Deadstock Coffee: Consumers and entrepreneurs alike know that the marketplace is often flooded with hundreds of different brands, all trying to sell essentially the same products or services. For instance, there are over 700 coffee shops in just Portland, Oregon. So how do b...