Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
Prenuptial agreements are becoming more popular as couples seek financial clarity and protection. They help manage assets and debts and reduce conflicts, ensuring a stable future.
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
Good news for Probate settlement starting January 2024. A simplified probate for assets that fall outside your trust! Known as the Simple Estate Affidavit, it allows a shorter version of probate for people with assets titled outside their trusts. Historically it has been a single choice when facing probate in Oregon; if your probate assets […]
Presented at the Oregon Memorial Association by Meredith Williamson on February 10,2024. Click on link below to view: Oregon Memorial Association: "Do I Need a Will?" with Meredith Williamson - YouTube
Family business succession planning is a critical and often challenging process for many family-owned businesses. The goal of a successful succession plan is to ensure a smooth transition of the business to the next generation, preserving the legacy and values that have been built over the years…
Creating an estate plan for an unmarried couple is already challenging. However, when the cohabitating couple is in their golden years, it’s especially tricky.
In an era where living to 100 is becoming increasingly likely, financial planning for retirement takes on a new level of complexity. The Yahoo Finance article, “Retirement Planning: Here’s How Much You’ll Need To Save If You Live to 100”, offers a comprehensive look at this challenge, highlighting the need for a radical shift in our approach to life and financial planning. Understanding the Longevity Revolution The “longevity revolution” concept discussed by Laura L. Carstensen, director of the Center for Longevity, suggests a significant societal shift. This revolution impacts various aspects of life, including health care, personal finance and retirement…
We value and appreciate all of their hard work. Always a pleasure to work with! Communicates effectively and in a timely manner. Highly recommend
Nicole Lu
December 7, 2020.
We used Meredith for our estate planning and cohabitation contract recently after we bought a house. She was very responsive, very Covid aware/safe and lovely to work with.
Daniel Lee
January 7, 2020.
We had a great experience working with Meredith when putting together our estate planning documentation. She was always professional and courteous, explaining legal concepts and terminology in a way that was straightforward for us to understand. Meredith was responsive and open to answering our questions so we could fully evaluate different options. She provided sound recommendations for us to consider based on our current position and point in life. Even given the gravity and importance of the estate planning process, Meredith put us at ease and made us feel comfortable coming to decisions and documenting outcomes that work best for us. We intend to work with Meredith for future needs that we may have, and would highly recommend working with her to others.
Floyd Frick
March 28, 2019.
The best! .... I used Meredith to get me thru an estate settlement. It went smooth. Thanks.