Navigating the Probate Process in Oregon
LEGAL LENS Presented by Reif & HunsakerBy James M. Hunsaker Probate can be defined as the court supervised process of transferring the assets of a deceased person to their heirs
Legal
Navigating the Digital Realm
Safeguard your digital assets by developing a comprehensive inventory of your accounts and passwords. Utilize a password management program for efficient access. Consider designating a digital executor with the necessary technical expertise to manage your digital estate. To prevent confusion or disputes in the future, clearly outline your preferences for each digital asset in your estate plan.
Tax Time Is the Right Time in Six Steps
During tax time, use this six-step process to conduct a thorough budget checkup. It will help you achieve your financial goals by organizing your expenses and evaluating your savings. Take control of your money with practical tips and fully understand your assets and liabilities to make tax season a breeze.
Great Tips To Maximize your IRA contributions
Maximize your IRA contributions and reduce your tax bill for 2023. Learn about contribution limits, spousal contributions, and investing in tax-free Roth IRAs. Don’t miss out on growing your retirement savings with these simple strategies.
The Important Essential Requirements for Executing a Will
Executing a Will requires legal capacity, clear intentions, formal execution, witness signatures, and revisions. Seeking professional help is recommended.
Celebrating Canby With A Heart Of Gratitude
Canby is a friendly and connected small town with a strong sense of community. The natural beauty, businesses, rich history, and traditions create a thriving culture of gratitude where residents appreciate their home.
Find Security With Estate Planning for Your Young Adult
Your child turns 18 and is getting ready to go to college or to move into an apartment with some friends… Congratulations! But, since your child has turned 18 — generally considered the age of majority or officially considered an adult — your rights as a parent are essentially cut off.
Estate Planning
It is also possible to start gifting your ownership interest to your heirs or beneficiaries now, during your lifetime. There are some complexities related to lifetime gifting (federal gift tax returns, annual gift tax exclusion amounts, lack of a “step-up” in basis, etc.). Nevertheless, this can be a viable and important part of an estate plan.