Salem Estate Planning
Every legacy is unique, and so is our approach to estate planning. At Evans & Associates we believe in a personalized strategy that aligns with your life, your assets, and your future goals. We’re here to help you construct a secure and effective estate plan that ensures your legacy continues exactly how you want. Begin your estate planning journey with us today.
What Is Estate Planning?
Estate planning is the strategic process of managing and allocating an individual’s assets during their lifetime, and effectively distributing them after their death. This crucial planning not only ensures asset protection but also provides peace of mind and financial security for your loved ones. A crucial component of estate planning is tax mitigation, which involves employing various strategies like utilizing tax exemptions, establishing trusts, and gifting assets during one’s lifetime. These tactics are designed to minimize gift, estate, generation-skipping transfer, and income taxes, thereby reducing the tax burden on your estate and your heirs. Through thoughtful estate planning, you can ensure a secure and efficient legacy for your loved ones
Assurance of Quality
Evans & Associates is committed to delivering successful results for our clients in Salem. When you select our firm, you can rest assured that your case is being handled by skilled negotiators and experienced litigators. We have a deep understanding of Oregon state law, and will work with you to explore and explain all your legal options.
How We Help Our Clients With Estate Planning
Advanced Directives
Your appointed medical health care representative ensures you receive desired medical care by making decisions on your behalf using your Advance Directive as a guide, providing guidance for end-of-life medical interventions when you cannot communicate.
Durable Power of Attorney
A legal document that authorizes someone else to handle your financial affairs, including asset management, property transactions, medical bill payments, insurance management, and bill payments, if you become unable to make decisions yourself.
Revocable Living Trust
Contrary to a common misconception, trusts are not solely for the wealthy but serve a valuable role in estate planning by allowing individuals to maintain control of their assets during their lifetime, provide for the person’s care if they become incapacitated, and transfer assets to beneficiaries after death. Avoiding the Oregon death tax upon the death of the first spouse, will provide greater control over distribution and confidentiality outside of court and public scrutiny. A trust estate plan avoids the need for a costly probate action to administrate the estate.
Wills
A will is another way to administrate your estate. A crucial part of your will estate plan determines who receives your assets and appoints a guardian for your minor children, while also designating a Personal Representative to manage and distribute your estate during the Probate process, ensuring your wishes are carried out.
How Can Estate Planning Help You?
It allows you to ensure your assets are distributed according to your wishes, minimize taxes, prevent family conflicts, designate decision-makers for healthcare and finances, protect assets, and plan for business or real estate transfers. With expert guidance, like that of Evans & Associates, you can create a tailored estate plan to address your specific needs and goals.
Asset Distribution
Estate planning ensures that your assets are distributed according to your wishes, providing financial security for your loved ones and minimizing the potential for conflicts or disputes.
Designating Decision-Makers
Estate planning allows you to designate trusted individuals to make important healthcare and financial decisions on your behalf if you become unable to do so, ensuring your wishes are respected.
Asset Protection
Estate planning helps protect your assets from potential creditors, lawsuits, or other financial risks, safeguarding your hard-earned wealth for future generations.
Minimizing Tax Burden
Through strategic estate planning, you can minimize the tax burden on your estate, allowing for more efficient wealth transfer to your beneficiaries.
About Our Firm
At Evans & Associates, we are a long standing firm in the community with a strong focus on probate and estate planning. With our expertise and dedication, we strive to provide personalized and compassionate legal services to our clients. We prioritize clear communication, ensuring that you understand your legal options and feel supported throughout the process. Our long history dating to the 1960s, expertise, and values reflect our commitment to professionalism and integrity. We are here to assist you every step of the way.
Client Testimonials
“Roger is very thorough when working with estates. I have been working with him for years, and am impressed with his work and his attention to detail. He is able to sort out very complex matters. Cannot recommend him enough”
Macy S.
“I met with Roger after the death of my mother in-law who had no estate planning in place. Not only did Roger walk us through the process completely and provided a path forward for our family, he did so in a compassionate and empathetic way that helped with our grieving process.”
Eric N.
“Roger is a wealth of knowledge. With years of experience, and highly respected reputation, he’s your best choice of lawyers in Salem. He knows his stuff and gets the job done!”
Karie G.
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Evans & Associates
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