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

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

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

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

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

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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Beaverton, Oregon and Vancouver, Washington Estate Planning Law Firm

Navigating Your Retirement - Health and Finances

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

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

Should You Be a Personal Representative?

The 12-Month Exclusion Period for the CARES Act Payment may Impact Services.

What if I don’t feel comfortable asking my spouse for information because we are having problems?

A Medicaid worker is telling me to pursue assets. What does that mean?

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