January 1, 2019

With a new year brings a new Advance Directive Form for Oregon. But what does that mean for you?

An Advance Directive is a legal document that is helpful in safeguarding your health care wishes. It allows you to name a person to make medical decisions for you,  if you are unable to make those decisions yourself. It also allows you to make decisions ahead of time about end of life care such as pain management and life support. Making these difficult decisions ahead of time can take the burden off...

January 25, 2018

Melanie Marmion gave a nationally-broadcast webcast presentation on “Naming a Special Needs Trust as the Beneficiary of a Retirement Plan” to members of the academy of special needs planners.   It is a 2-part series.  The next webcast will be on February 7, 2018.

September 6, 2016

If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time. There are a few steps you should take to ensure the document is properly revoked.

While any new power of attorney should state that old powers of attorney are revoked, you should also put the revocation in writing. The revocation should include your name, a statement that you are of sound mind, and your wish to re...

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