Estate Planning

In estate planning I sit down with my clients to first get to know them and their estate planning concerns. A worksheet is completed that addresses the details of the client’s estate and the client’s concerns. We then meet and discuss estate planning vehicles which would best work for them and how they can be used to achieve the client’s estate planning goals. My goal is to empower my clients to control their property while they are alive, plan for the possibility of disability and provide for their future well-being prior to death focusing on the last 20 years of life and then for their heirs and beneficiaries. I am conscious of tax savings, attorneys fees and costs and strive to make it all as cost effective as possible.

The estate planning world continues to become increasingly complex. I am dedicated to providing a state of the art practice to my clients. In order to do so, I am a member of “WealthCounsel,” a proprietary state-of-the-art estate planning group of 1,500+ attorneys working nationwide to provide the very best in knowledge and tools to estate planning attorneys. I work with the financial planning community to provide the best in service and products for wealth preservation. I am an active member of the Oregon State Bar Estate Planning Section. I regularly participate in estate planning legal education in order to keep my skills at a level where I am providing my clients with the best possible estate planning services.

 
©2015 Will Dennis Attorney at Law