Estate Planning, Explained Clearly
This blog is the written companion to Passing the Baton, our twice-weekly podcast on estate planning for Oregon and Idaho residents. Each post delivers the same practical insight as the podcast—just in a format you can read, revisit, or share.
Whether you're navigating wills, trusts, taxes, or probate, you’ll find clear explanations, real-world applications, and Oregon-specific guidance in every entry. No fluff. No scare tactics. Just thoughtful legal content—written for real people who want to protect what matters.
Should You Use AI to Write Your Will or Estate Plan in Oregon?
A chatbot can write something that looks like an Oregon will. It cannot ask the questions that decide what your plan should be, it does not know when it is wrong about Oregon law, and it cannot get the document signed, witnessed, or recorded the way the law requires.
Oregon Medicaid Long-Term Care: What Counts Against You and What the State Takes Back
Four things Oregon Medicaid treats differently than families expect: a living trust, the home, old gifts, and what the state recovers after death. Plus the one document that has to be in place first.
What Actually Happens in a Free Estate Planning or Elder Law Consultation
Two kinds of people book a consultation: the one who wants an estate plan, and the one with a Medicaid question — whether a parent can qualify for long-term care coverage and how much can be protected. Here's what the free conversation actually does, what it isn't, and how to prepare.
The Family Roadmap: The Estate Planning Homework Nobody Assigns
Your estate plan answers the law's questions. Your family's first questions — where are the accounts, who do we call, where's the paperwork — go unanswered in even the best plans. The Family Roadmap is a free 12-page organizer that fixes that.
How an Oregon Transfer-on-Death Deed Can Fail — or Still End Up in Probate
A TOD deed is one of Oregon's best probate-avoidance tools — and it can still fail. Lapsed beneficiaries, divorce, recording defects, Medicaid estate recovery, and an 18-month creditor window can all unwind the transfer or land the estate in probate anyway.
How to Avoid Probate in Oregon: Every Tool, and How They Work Together
No document avoids Oregon probate by itself — even a living trust only covers what's transferred into it. Here's the complete map: the TOD deed, beneficiary designations, survivorship, the simple estate affidavit, and the trust — and how the right combination avoids probate entirely.
What Happens If Your TOD Deed Beneficiary Dies Before You?
If your TOD deed beneficiary dies before you, Oregon's default rules take over — a sole beneficiary's death sends the house to probate, and a co-beneficiary's death cuts their children out entirely. Here's how the rules work and how to plan around them.
Can You Revoke or Change an Oregon Transfer-on-Death Deed? Yes — Here's What That Means
Worried a transfer-on-death deed locks you in? It doesn't. Oregon law makes TOD deeds revocable even if the deed says otherwise — you can change beneficiaries, undo the deed, or just sell. But a will can't revoke one, and that trap catches people.
TOD Deed vs. Revocable Living Trust in Oregon: Which One Do You Actually Need?
A transfer-on-death deed and a revocable living trust both keep your home out of probate — and that's where the similarities end. Here's what actually separates them, and how to tell which one your situation calls for.
Introducing the Essentials Plan: The Estate Planning Basics Every Oregonian Should Have
A transfer-on-death deed keeps your home out of probate — but a lot of people who want one hesitate, unsure the deed alone is enough. The Essentials Plan handles the basics: a will, powers of attorney, and a TOD deed, for one flat fee.
What Does a Successor Trustee Do in Oregon? A Guide to the Job You May Have Been Named For
Being named successor trustee of a revocable living trust means taking on real legal responsibility the moment the grantor dies or becomes incapacitated. Here's what the job actually involves under Oregon law.
The Oregon Estate Tax Trap Hiding in Your Vacation Home
Oregon taxes real estate within its borders even when the owner lives in another state. A vacation home in Sunriver or Bend can trigger an Oregon estate tax bill that catches families off guard — but the right ownership structure can prevent it.
Digital Assets in Oregon Estate Planning: What Happens to Your Accounts When You Die?
Most Oregon estate plans address the house, the bank accounts, and the retirement funds. Almost none of them address the email inbox, the streaming subscriptions, or the cloud storage full of family photos. Here's why that gap matters.
Oregon Medicaid Estate Recovery: What It Is, What It Can Take, and How to Plan Around It
Oregon operates one of the most aggressive Medicaid estate recovery programs in the country — and it can reach assets that avoid probate. Here's what Oregon families need to understand before a loved one needs long-term care.
Oregon Estate Tax and Life Insurance: When Your Death Benefit Creates a Tax Problem
In Oregon, life insurance death benefits count toward your taxable estate even though they avoid probate. For families near the $1 million threshold, a policy you bought to protect your family can trigger a tax bill you didn't expect.
What Happens to a Jointly Held Bank Account When One Owner Dies in Oregon?
Joint bank accounts in Oregon pass to the surviving owner automatically in most cases — but the rules are more nuanced than people expect, and the convenience account problem trips up Oregon families constantly.
Oregon Tenancy by the Entirety Avoids Probate Once. Here's What Happens the Second Time.
Tenancy by the entirety avoids probate when the first Oregon spouse dies. When the surviving spouse eventually dies, it's a different story — and most couples don't realize the gap until it's too late.
Why Flat-Fee Estate Planning Produces Better Plans for Oregon Families
Most estate planning attorneys bill by the hour. I don't. Here's how flat-fee pricing changes the client relationship — and why it produces better estate plans for Oregon and Idaho families.
Oregon Income Cap Trust (Miller Trust): How It Works and Who Needs One
When your parent's income is over Oregon's Medicaid cap, a Miller Trust may be the only thing standing between your family and $10,000-a-month care costs. Here's how it works—and what to do if you need one now.
SB 1511 Is Dead. Oregon's Estate Tax Fight Isn't.
SB 1511 died in committee when the Legislature adjourned. Oregon's estate tax is unchanged. Here's what happened, what comes next, and what it means for your plan.