November 26, 2019

The end of the year is approaching and the holidays will soon be in full swing, a time when many people are getting ready to make gifts to their family members. Not only is this a great way to show love and support to relatives, but it makes tax planning sense. Current federal tax law allows taxpayers to gift amounts up to $15,000 per recipient per year without it counting against their lifetime gift exemption of $11.4 million (an amount that will revert to $5.49 million in 2026 unless Congress...

November 19, 2019

Fitzwater Law is pleased to announce that Partner Melanie Marmion has been nominated into The American College of Trust and Estate Counsel (ACTEC).

ACTEC is an organization of lawyers and law professors who have been nominated by their peers for their skills and experience in estate planning, probate procedure, and administration of trusts and estates. To become an ACTEC member, a lawyer must have been practicing probate and trust law or estate planning for at least 10 years, while having made su...

November 18, 2019

Theressa Hollis spoke to the Oregon City community this weekend about all things estate planning. Her presentation was open to the public at no charge and everyone was welcome to ask questions. Theressa spoke mainly on the explanation of Wills and Trusts, Powers of Attorney, and Advance Directives.

Theressa is one of the partners at Fitzwater Law and has been practicing elder law and estate planning for more than 19 years. Her practice emphasizes legal issues unique to the elderly and their fam...

November 11, 2019

Making sure your end-of-life wishes are followed no matter where you happen to be is important. If you move to a different state or split your time between one or more states, you should make sure your advance directive is valid in all the states you frequent.
 

An advance directive gives instructions on the kind of medical care you would like to receive should you become unable to express your wishes yourself, and it often designates someone to make medical decisions for you. Each state has its...

November 4, 2019

Emily Hogan will be speaking at Rose Villa Senior Living today on planned giving, charitable giving, and how each of us can leave a legacy.

Emily is a frequent speaker on the topics of estate planning, probate, and special needs planning, having done presentations for many senior living facilities, women’s financial groups, family groups, Union Associations, Veteran’s Association groups, Brokerage services, and the Oregon State Bar Association. You could say she has a passion for teaching!

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