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Most people do not need to avoid probate. They need the right tools to make it easier. The first step to that is drafting a will and informing loved ones of its location and contents. Even then, the challenges are only beginning. In addition to managing the paperwork and legal formalities that follow a death, your loved ones are also facing their grief. This is an overwhelming time where even a simple telephone call to a life insurance company feels like a monumental task. Efforts made now can make this easier for your friends and family in the future. OnceContinue Reading
Avoiding probate should not be your primary goal when estate planning in Oregon. For most people, probate is a quick process that allows you an appropriate vehicle for distributing assets, protecting loved ones, and honoring your charitable wishes. Trust companies convince you otherwise so you will buy their product–not because it necessarily works to your advantage. But there are exceptions. Gruber & Associates meets a few clients who may benefit from avoiding probate and should create a trust as their main estate planning vehicle. Here are four possible reasons why clients may need to establish a trust in order toContinue Reading
An advance directive is a complimentary service when you hire Gruber & Associates, P.C. in West Linn, OR for estate planning. Its scope is limited so it works best with other estate planning documents. While it definitely offers advantages and eases health care decision-making for your loved ones, an advance directive also has its limits. That emphasizes the need for a complete estate plan. AbilitiesAn advance directive indicates your health care preferences if you are unable to communicate them to your doctor. It appoints a health care representative who executes these decisions, including any preferences regarding life-sustaining medical treatment.  ApppointsContinue Reading
When you visit the office of Gruber & Associates, P.C. for your estate planning appointment, we frequently suggest other documents in addition to your will or trust. One of these includes a durable power of attorney. This document appoints an agent to handle your financial or business affairs if you are incapacitated or unavailable. It becomes invalid when you die. This is a fairly simple document that does not add much to your estate planning expenses. When you need it, it is often a dire situation which makes this an essential part of long-term care and planning. If you doContinue Reading
Fall is starting soon and with it, Halloween celebrations. However, horror is not limited to one holiday. It can infiltrate your life and the lives of your loved ones anytime you die intestate (without a will). Impacts go well beyond the fun party-horror of Halloween. There are real consequences if you avoid estate planning. The usual impacts of dying without a will have been discussed in detail in other articles.  But real-life situations illustrate the point better. Here are three intestate horror stories of people who died before they signed a will. Prince Rogers NelsonFew people made it through theContinue Reading