Oregon Estate Planning Evaluation Checklist

6500 SW Macadam Ave., Suite 300 | Portland, OR 97239 | 503.245.0894

	You have added a child to your family.
	Your child has reached adulthood.
	You have married.
	You have divorced or had a marriage annulled.
	Your net worth has increased or decreased, whether because of retirement, new employment, change of business, receipt of an inheritance, or good luck in the lottery!
	Either you or your spouse has had a change in health – perhaps a diagnosis requiring long term care. Remember that Nay and Friedenberg continues to be the leader in Elder Law and all areas of long term care planning. The sooner you begin, the more of your estate you can protect.
	Your spouse had died.
	Your child or grandchild has become incapacitated.
	Your beneficiaries' circumstances have changed.
	Your personal representative (executor of your will), trustee, or the person who holds your power of attorney has moved, become incapacitated, or has died.
	Your power of attorney for health care decisions has expired.
	You have assets which are not titled in the name of your living trust.
	I'd like to be contacted to set up an appointment.
	I'd like more information.