Estate Plans
An estate plan lets you say what you want for your finances and care if you become unable to make decisions. It is also a final message to your family. Your custom plan may include a will, trust, power of attorney, advance directive, or other important documents.
Medicaid can pay for a nursing home or other long-term care for people who cannot afford it, but the process to qualify can be a challenge. We help you create a spend-down plan, submit the application, and communicate with the Oregon Department of Human Services.
Medicaid Plans
Estates
Estate administration is necessary to wrap up your loved one’s final affairs and transfer assets. We help you navigate trust administration, probate, and simple estate matters so that you can focus on what matters most.
Guardianships
Through guardianship, a court can give you the power to make personal decisions for your loved one. Our services include petitioning the court, giving advice about your duties as guardian, and filing required reports and notices.
Conservatorships
Through a conservatorship, the court can give you the authority to make financial decisions for your loved one. Our services include petitioning the court for the conservatorship, filing annual accountings, and providing advice about your duties as a conservator.
Special needs Plans
Special needs planning can help you keep government benefits for yourself or your loved one. The loss of Medicaid, or another program, can have huge consequences. Our services include special needs trusts and customized plans to avoid a loss of eligibility.