May 25, 2020

The Long-Term Care Insurance Dilemma – Is It Worth It?

By Julia C. Rice, Attorney at Law According to the U.S. Department of Health & Human Services, 70 percent of Americans 65 or older will need some form of long-term care. Long-term care insurance (“LTCI”) policies reimburse individuals for services that assist with activities of daily living such as bathing, dressing, or eating. These policies […]

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May 25, 2020

Planning for Clients Moving to Oregon with Community Property

By Julia C. Rice, J.D., LL.M. (Tax) In today’s mobile society, effective estate planning requires an appreciation of the intersection of state laws. This is particularly true when it comes to clients who have moved to Oregon from community property states such as California and Washington.  As this article explains, Oregon estate planners should investigate […]

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