Estate Planning
Let us provide security and peace of mind for you and your loved ones.
Steps to Estate Planning with Strohman Ford
Step 1: Contact our office to receive a complimentary Estate Planning Worksheet and schedule your initial consultation.
Step 2: Fill out the worksheet as best you can (don’t worry, we expect you will have questions) and bring it with you during our initial consultation.
Step 3: During the consultation, your attorney will get to know you and your specific circumstances and provide you with an overview of your estate planning options. At the end of the meeting, you will receive a quote for the total cost of your estate planning project.
Step 4: We provide you with a detailed list of what your project includes and then schedule follow up meetings so that you know exactly when you will have your estate plan completed.
You can call us today. We’re here to help.
Download our complimentary Estate Planning Worksheet and contact us to schedule an initial consultation.
We will discuss what happens to your estate if you do not have a Will, explain all of your options, and create an estate plan tailored to your needs.
Estate Planning Tools
We are dedicated to ensuring that our clients understand all of their options and we work with our clients to create documents that accurately reflect their individual wishes. Complete estate plans differ according to individual needs, but they may include a will, trust, power of attorney, and advance directive for health care. We work with our clients to develop estate plans that accurately reflect their wishes.
Wills
A Will is a traditional legal tool for gifting your assets upon death and providing instructions for administration of your property.
Revocable Living Trust
A revocable trust is a popular estate planning tool that, if set up properly, can simplify estate administration and help to avoid the necessity of probate and court involvement.
Trust for Minors
If you have minor children, planning for how your assets (especially life insurance) should be distributed to your children can be just as important as appointing a guardian to care for your children.
Taxable Estate Planning
Depending on the value and location of assets, your estate may be subject to state and federal estate taxes upon your passing. There are many estate planning tools that can be used to help ensure your estate takes advantage of state and federal estate tax credits. We will also work with your CPA or one of our trusted financial experts to help identify other tax planning tools to reduce or eliminate estate taxes.
Power of Attorney
A power of attorney provides for someone to handle your financial affairs in the event you are unable to during your lifetime.
Advance Directive for Health Care
The Oregon Advance Directive for Health Care is a form created by Oregon law that allows individuals to appoint a health care representative and provide end-of-life medical instruction.