If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your...
Using a Donor-Advised Fund May Be a Way to Get a Charitable Tax Break Under the New Tax Law
Donor-advised funds are a growing trend in giving that may get more popular due to the new tax law. These funds allow you to donate...
Retirement Benefits and Lifetime Trusts
Melanie Marmion had her article “Retirement Benefits and Lifetime Trusts” published in the April 2018 Oregon State Bar Elder Law Section...
