Estate Planning Basics Attorney in Portland, Oregon

Should I have a will or a trust-based estate plan?

More In This Category

View Transcript

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.

More Videos From This Lawyer