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

Will Medicaid Take My Home?

We don’t know where it originated but there is a myth that Medicaid “takes your home”. This is wrong. Medicaid does not take your home. In fact, Medicaid does not take anything during your lifetime or the lifetime of your spouse. When both you and your spouse pass away, Medicaid, through Estate Administration Unit (EAU), […]

02/03/22 • 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