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

Understanding the Generation-Skipping Transfer Tax (GSTT)

As an estate planning attorney, I frequently encounter questions regarding the Generation-Skipping Transfer Tax (GSTT). This tax, often overlooked, plays a critical role in the strategic planning of estate transfers. In this article, I aim to demystify the GSTT and provide practical tax tips to those navigating this complex area. Understanding the Generation-Skipping Transfer Tax The Generation-Skipping Transfer Tax is a federal tax on transfers of property that skip a generation. This tax was introduced to prevent families from circumventing estate tax by transferring wealth directly to grandchildren or other “skip persons.” The Mechanics of GSTT The GSTT is levied…

01/07/24 • by: NW Estate Law, LLC

Can I Get My Ex’s Social Security Benefits?

If you’re thinking hard about your Social Security claiming strategy, there may be one aspect you've overlooked. If you're divorced, you may be able to receive Social Security benefits based on your ex-spouse’s work record.

11/11/23 • by: NW Estate Law, LLC

Meet Our New Attorney

NW Estate Law, LLC is excited to introduce our new attorney, Paul Lemieux. Paul will assist clients with estate planning, probate, probate, and trust administration in Oregon. He is a graduate of Willamette School of Law where he focused on Estate Planning and Elder Law. He has lived in the Hillsboro suburb of Portland, Oregon […]

10/20/23 • by: NW Estate Law, LLC

Leonard Cohen’s Trust Administration Issues

Leonard Cohen had been burned before. So, in the years before his death in 2016, the “Hallelujah” singer and poet worked to secure most of his multi-million dollar estate for the benefit of his heirs — who are now fighting for total control of the Canadian musician’s assets, The Post has learned.

02/28/23 • by: NW Estate Law, LLC

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

Washington County Library Legal Series

Now What?! A Legal Information Series

08/26/22 • by: NW Estate Law, LLC

Oregon Medicaid Webinar

08/26/22 • by: NW Estate Law, LLC

The Stafford Retirement Community

08/26/22 • by: NW Estate Law, LLC

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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Beaverton, Oregon and Vancouver, Washington Estate Planning Law Firm

Navigating Your Retirement - Health and Finances

Understanding the Generation-Skipping Transfer Tax (GSTT)

Can I Get My Ex’s Social Security Benefits?

Meet Our New Attorney

Leonard Cohen’s Trust Administration Issues

No Inheritance Tax for King Charles III

Washington County Library Legal Series

Oregon Medicaid Webinar

The Stafford Retirement Community

Should You Be a Personal Representative?

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