Planning for Retirement with a Special Needs Child

Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.

07/19/24 • by: NW Estate Law, LLC

Why Consider a Prenup before Your Wedding

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.

07/12/24 • by: NW Estate Law, LLC

How to Discuss Estate Planning with Your Aging Parents

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.

07/10/24 • by: NW Estate Law, LLC

When Should Gift Tax Return Be Filed?

There are many people who know estate planning quite well but draw blanks when issues about gift tax returns are raised.

06/03/24 • by: NW Estate Law, LLC

Simple Estate Affidavit

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 […]

03/20/24 • by: NW Estate Law, LLC

Do I need a Will?

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

02/27/24 • by: NW Estate Law, LLC

Keeping it in the family - Innovative Strategies for Seamless Family Business Succession

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…

01/20/24 • by: NW Estate Law, LLC

Estate Planning for Unmarried Couples

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.

01/17/24 • by: NW Estate Law, LLC

Navigating Your Retirement - Health and Finances

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…

01/07/24 • by: NW Estate Law, LLC

Estate Planning Tips for Blended Families to Protect New Goals and Loved Ones

Estate planning for blended families presents unique challenges. Unlike traditional family structures, reports Barrons recent article titled, “When Remarrying Creates a Blended Family: Advice From Financial Pros,” blended families often involve complex relationships and diverse financial backgrounds, making the process of estate and financial planning more intricate. This article has tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.

01/07/24 • by: NW Estate Law, LLC

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Client Success Stories

     Excellent  
     Based on 5 reviews 
    
 
 
   
 
 
         Mount Hood Senior Solutions 
 February 7, 2022.
 
 
  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.
  
 
        Christine Borchert 
 August 9, 2018.

Mount Hood Senior Solutions

February 7, 2022.

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.

Christine Borchert

August 9, 2018.

Beaverton, Oregon and Vancouver, Washington Estate Planning Law Firm