Estate Planning

Secure Your Family's Future

Secure your wealth and your family’s future. Our firm handles wills, trusts, and powers of attorney to ensure your family is protected.

Many people believe that estate planning is only for older wealthy individuals. That’s simply not true. It doesn’t matter if you’re young or old, wealthy or not, you do need to plan for the future. If you want to assure your family will be protected in an unlikely event, you need to contact Joe Kaufman.

Proper estate planning will help you:

  • Create a will or living trust
  • Transfer business ownership
  • Lessen the burden of court costs
  • Provide for your family if you no longer can do so

Even if you do have a plan for your estate, it’s a good idea to review it on a regular basis to ensure it is up to date and reflects any changes in your financial situation.

If you are interested in creating an estate plan, our office can provide you with a planning packet that includes information on your family, assets, and allows you to pick individuals to act for you in various capacities. We offer two different packages. A will package includes a Will, Power of Attorney, HIPPA Authorization and an Advance Directive for health care. A trust package includes the same, though it also allows you to transfer your assets into the trust to help avoid a probate proceeding after your death.

Although incapacity and death are not pleasant to think about, it is important to consider your wishes and how to legally ensure they will be honored.

Call for a Consultation

Serving Oregon City, Estacada, Lake Oswego & Surrounding Portland, Oregon Area