Northwest Legal Planning, LLC

Northwest Legal Planning, LLC We take a proactive approach to Estate Planning and Business Planning helping our clients avoid liti Welcome to Northwest Legal Planning.

I founded this law firm to help people and businesses avoid legal issues and especially litigation. I spent most of my legal career helping to clean up messes. Most of those messes could, and should, have been avoided. I am a reformed litigator. While rewarding, litigation focuses on cleaning up messes due to poor planning. I knew there was a better way to practice law, and I find it much more rew

arding. That better way is to serve my clients as an Estate Planning Attorney and Business Planning Attorney. My new role is to help my clients avoid the need of a litigator’s services. Working with my personal and business clients we strive to anticipate and head off problems that far too often end up costing lots of money to deal with. As an Estate Planning Attorney, I help families, individuals and their loved ones avoid the burdens, pains and costs which often arise from poor planning or the failure to plan. I help to stop unintended consequences and family turmoil. My focus is helping people control and distribute their values and possessions the way they want, to whom they want and when they want. I provide personalized comprehensive Estate Planning to those who want to insure that their values, legacy and assets are preserved for the coming generations. In that effort, I work to transfer not only tangible assets, but also experiences, values, advice and history to loved ones. This is accomplished by building lasting relationships with my clients, not just selling them a set of documents. I believe the basis for a good lawyer-client relationship is understanding my client’s goals, wishes and desires…the documents I create are the tools I use to make those wishes and desires real. I am very proud to offer these services. I am also a Business Planning attorney. As a business owner and as an attorney for businesses for over 10 years, I have often seen the trauma and costs associated with poor legal decisions that businesses make. My clients have ranged from contractors to cheerleading gyms. Most of these clients came to me to help clean up a mess; whether caused by them or someone else. Countless lawsuits later, I knew there was a better way. As a Business Planning Attorney I work with my clients to avoid the common mistakes that can lead to litigation and unnecessary costs. This is accomplished by becoming a trusted advisor that my client can reach out to without the fear of getting a huge attorney bill in the mail. These businesses have confidence that I am in there corner and have their best interests and bottom line in mind. Our goal is to allow business clients to focus on doing what they love without having to deal with unnecessary legal distractions.

04/15/2020

Most of us never saw the Covid-19 coming. We didn't anticipate schools, business, and government being shuttered.

It just goes to show that the unexpected can and does happen.

Personally, I'll be much better prepared in the event something like this happens in the future. Preparation for a pandemic is one thing, but being prepared for a closer to home problem is important too.

That is what estate planning is all about...being prepared for the unexpected and the inevitable.

https://www.myestateplanmeeting.com

11/23/2019

When you pass without an estate plan, it can make the probate process more difficult. On top of that you won't be the one deciding who get what.

https://www.myestateplanmeeting.com

11/18/2019

One of the most common statements I hear is "I only need a simple Will."

Here is why I don't do Simple Wills and why they are not your best option for an estate plan.

https://www.myestateplanmeeting.com

11/11/2019

1. To one person and expecting them to split it up.
2. One piece of real property to more than one person.
3. To beneficiaries that it will harm.

https://www.myestateplanmeeting.com

10/25/2019

Great question from a YouTube comment.

There really aren't an disadvantages to putting assets into a Revocable Trust. Throughout your life you are free to move assets in and out of a Revocable Trust. Plus, whenever you want, you can revoke your trust and put everything back the way it was before.

https://www.myestateplanmeeting.com

10/19/2019

We don't know exactly how much we will have in assets when we pass away. That fact leads some people to wonder how they can state in their estate plans how much each of their beneficiaries will get.

We solve this problem by using percentages or fractions for the assets in the estate to each of the beneficiaries.

So while we won't know exactly how much every beneficiary will get, we will know that all the assets will be distributed down to the last penny.

https://www.myestateplanmeeting.com

10/04/2019

How you will pass on your business is a very important part of Estate Planning. You have worked hard to build your business, and you deserve to make sure that value is passed on to your loved ones.

https://www.myestateplanmeeting.com

09/27/2019

If you don't have a comprehensive Estate Plan, an unfunded trust can be a really big problem. That comprehensive Estate Plan should include a Pour-Over Will just in case an asset isn't moved into your trust before you die.

https://www.myestateplanmeeting.com

09/21/2019

We use the word Spendthrift to describe Trusts and Beneficiaries. Essentially describing how we protect some beneficiaries from themselves.

https://www.myestateplanmeeting.com

Address

2350 Willamette Falls Drive
West Linn, OR
97068

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15038508345

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