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No Inheritance Tax for King Charles III

King Charles III has ascended to the U.K. throne, but he won't have to pay the U.K.'s inheritance tax on the massive wealth he inherits from his late mother, Queen Elizabeth II. That's because of a deal the royals made with the government nearly 30 years ago.
10/10/22 • by: NW Estate Law, LLC
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Oregon State Bar Advanced Elder Law CLE

08/26/22 • by: NW Estate Law, LLC
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Oregon Memorial Association Annual Meeting

08/26/22 • by: NW Estate Law, LLC
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Oregon HealthCare Association Conference

08/26/22 • by: NW Estate Law, LLC
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Should You Be a Personal Representative?

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
07/19/22 • by: NW Estate Law, LLC
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The 12-Month Exclusion Period for the CARES Act Payment may Impact Services.

In the past couple years the federal government issued a series of checks under the Coronavirus Aid, Relief, and Economic Securities (CARES) Act. You could have received them either as a direct deposit, a check, or on a debit card. If you applied for Medicaid (or had a redetermination), you might have been asked about […]
03/15/22 • by: NW Estate Law, LLC
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What if I don’t feel comfortable asking my spouse for information because we are having problems?

Medicaid in Oregon requires a married couple apply for long-term care Medicaid even only one is seeking benefits. Assets are viewed collectively – no matter which spouse’s name the asset is held individually or jointly. There are times when a person must reach (or attempt to reach) his or her spouse even if they have […]
03/02/22 • by: NW Estate Law, LLC
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A Medicaid worker is telling me to pursue assets. What does that mean?

Medicaid is referred to as the payor of last resort. Because it is a needs-based program, for the indigent, anyone applying for or receiving Medicaid must seek all potentially available assets that could be used to pay for care before the state pays on your behalf. For long-term care benefits, a person must make a […]
02/23/22 • by: NW Estate Law, LLC
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Oregon's Integrated Eligibility and ONE (Applying for Medicaid)

Accessing Medicaid in Oregon has changed. As of early 2021, the Oregon Department of Human Services started using a new software system, called ONE. An objective of the change was to provide more control and participation by the applicant. While this program administers most financial public assistance programs, we will only reference Long-Term Care Medicaid. […]
02/15/22 • by: NW Estate Law, LLC
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Will Medicaid Cover In-Home Care?

There are times when a person desires to remain in their home for care and Medicaid in Oregon may cover the expense. Getting help in your home through Medicaid depends on if you qualify for Long-Term Care Supportive Services (LTC) for In Home Care. If you meet the income and resource test, a Medicaid worker […]
02/09/22 • by: NW Estate Law, LLC
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Client Success Stories

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.
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Beaverton, Oregon 97006

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