Trusts & Estates

When we meet for an initial consultation, I will start the estate planning process by learning as much as I can about your financial situation, as well as your estate planning goals. I will carefully explain the different strategies available to help you accomplish your objectives, including the use of wills and trusts, and the re-titling of assets to avoid probate, and lifetime gifts.

Once we have determined the best strategy for your situation, I will draft and execute the documents necessary to put your estate plan in place. 

Below are just a few examples of the estate planning services we can provide: 

  • Wills & Revocable Trusts 

  • Probate & Trust Administration 

  • Asset Protection

  • Estate & Gift Tax Planning

  • Charitable Planning 

  • Planning for Disability 

  • Special Needs Trusts

  • Trustee Representation

Whatever your estate planning needs, we're here to help. 

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503.869.0896 \ joe@jnf-law.com