What is your plan for distributing your assets after death? Does it truly reflect your values and relationships?
Even if your answer is “yes,” your plan may need a makeover. After all - life brings change. Change of residence, sale of property, change in investments, marriage, divorce, and deaths of heirs all suggest substantive changes to estate plans.
If you answered “no plan,” it’s time to learn the basics and take action!
Click the link below to let us know you plan to attend.
REGISTER HERE for: Putting Your Affairs in Order Part I on Monday, August 12, from 7 pm to 9 pm. Part II is scheduled for Monday October 7 at the same time. Both take place at Heart of Wisdom Zen Temple at 6401 NE Tenth, Portland. These workshops, organized by KCC- Kagyu Changchub Chuling are open to members of Portland Buddhist groups. The material is not sequential and attendees may benefit from one or both sessions. For further information contact Lois Beran.
Some questions to be discussed:
- I want some of my assets to go to my family, some to friends, and some to charitable organizations. With retirement accounts, life insurance, a home, and other assets, how do I decide who gets what? How does tax planning fit into this?
- What if I own assets located in another state? Does it make a difference whether they are real property or personal property?
- What is a revocable living trust? Is one appropriate for me?
- Who handles matters for my estate after I die? What is a personal representative? A trustee? How do I decide this matter?
- What happens if I become mentally incapable of handling my affairs during my lifetime? Who steps in to take care of things for me? What is a power of attorney?
- What documents do I really need to make it as easy as possible on family or friends?
- How do I select an attorney? How much does getting my affairs in order cost?‘
Presenter: Leanne M. Bowker - Leanne’s personable style and sense of humor make her a sought after speaker. A partner at Harris & Bowker, LLP since 1997, she offers extensive experience and expertise in the areas of estate planning, probate, business planning, commercial and residential real estate for residents of Oregon and Washington. Leanne received her Juris Doctorate in 1986 from the Northwestern School of Law of Lewis and Clark College. She has been accorded an "AV" rating by Martindale-Hubbell, the highest rating given as a result of a survey of her peers by the lawyer rating service.