4 Challenges Of Estate Planning For Blended Families

Blended Family Estate Planning

Families come in all shapes and sizes – but some are more difficult to navigate. With the rising divorce statistics, it’s no surprise that blended families are becoming more common. Estate planning for this type of family is crucial to avoid complications after one spouse passes. Organizing anything with a blended family can be difficult…

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Guardianship vs. Conservatorship – What You Should Know

Guardianship vs. Conservatorship - What You Should Know

Guardianships and conservatorships are tricky legal processes. For many people enquiring about putting one of these systems in place, they have no idea where to start – unsure which one they should even be considering. These terms can be used differently state by state, so it’s vital that you look into the range of powers…

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The Difference Between Family Trusts and Wills

Family Trust and Wills

If you’re researching wills and family trusts, chances are that you’re looking to make arrangements for the management of your assets. As people start to plan for the distribution of their estate, it’s very common for there to be confusion surrounding these two procedures. Many confuse them for being the same thing, though they actually…

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What is Estate Planning?

What is Estate Planning

It can be a tough subject to think about, and it’s more than understandable to feel saddened or push it to the bottom of your priority list. However, estate planning is a crucial step in securing your family’s and/or business’ future. We know it can be overwhelming for many people to contemplate where to start…

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How to Choose An Estate Planning Lawyer

How To Choose an Estate Planning Lawyer

You’ve worked hard to create your legacy— now it’s time to ensure that legacy continues as per your vision and plans. Whether you’re a business owner, a retiree, or just planning for the future in general, thinking about the estate planning process can be overwhelming. This is completely understandable for each and every person, but…

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Oregon Taxpayer Advocates

This is an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin discussing the new office for the Taxpayer Advocate. They discuss what a Taxpayer Advocate is and how it help the taxpayers.  

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How Taxes Are Calculated on Investments

how to calculate tax on investments

The following is a transcript of an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin. In this interview, they discuss how taxes are calculated on investments with a focus on the wash sale rule. Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax controversy. I’m your host…

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How to Settle Tax Debt

settle tax debt

The following is a transcript of an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin. In this interview, they discuss what taxpayers can do to settle their tax debt with the IRS and the Oregon Department of Revenue. Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax…

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Tax Withholding Checkup

tax withholding

The last quarter of 2021 is a good time to check withholding, especially after changes to individual financial situations Events like changing jobs, marriage, divorce, a new child, or home purchase can all be reasons to adjust withholding. The IRS has a Tax Withholding Estimator online to help taxpayers determine if they have too much…

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