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so that is a question that comes up with
basically everybody that I deal with and
I learned throughout the years different
lawyers accountants financial advisers
and a lot of people have different
opinions on that and very some have very
strong opinions the approach that I’ve
always taken is I want to give people
the basic idea of what the advantages
are of a trust and that a will can have
some advantages too and not do a
one-sized fits-all convey that basic
information and allow the people to make
the best decision for them I mean I’ll
help them give them guidance where they
need it so that they get a
recommendation from me but it for me
it’s really all about having a
conversation listening to what’s most
important for people and then they end
up with trust when that’s the best fit
when they’re ready for them and
otherwise people stick with Wills which
are simpler and often times in Oregon
that’s fine
Portland, OR estates & probate attorney Steve Zipper talks about whether you should have a will or a trust-based estate plan.