James A Wickre Attorney

James A Wickre Attorney
Let me help you develop an estate plan that fits your needs.

Wednesday, August 19, 2015

Estate Planning Presentations.

This summer I was honored to be asked to present a seminar by the America Heart Association here in Medford at the main library on Estate Planning. It was a lot of fun and is an informal way to explore estate planning options.

If you are a member of a group or organization, or just some friends, who are interested in a speaker on Estate Planning I am available. Just give me a call. I have been giving Estate Planning programs to groups for the last 35 years and would be happy to give one to your group. I give an objective presentation on wills vs. trusts and have program material to hand out to those attending. I love the give and take of a discussion on Estate Planning and taking questions is a very important part of any presentation. I have a conference room available for up to 10 people or am happy to travel to your group. Again, just give me a call.

Updating Your Estate Plan

Many people do a will or a trust and associated documents and put them away and never look at them again. However it's always a good idea to pull those documents out of the drawer or file and review them every couple of years to check to see if they still work for you and are consistent with your present wishes. When you get it out look for the following:

1. Does your estate go to the people or organizations  you want to receive it upon your passing?

2. Is the person you named as your Executor, Personal Representative, Successor Trustee for a Trust still the person you want in charge of your financial affairs after you pass or become incapacitated in the case of a Trust?

3. If you have minor children are the people you named as guardians still the people you want to raise your children if both parents are unavailable?

4. Has a named beneficiary died?

5 Has a named Executor, Personal Representative or Successor Trustee died?

6. Have you divorced your spouse? Do you have a new spouse?

7. Is your spouse deceased?

8 Is one of your children deceased? Have you adopted children?

9. Did you leave a specific item of property (personal or real) to a specific beneficiary and do you no longer own that property?

10. Has the value of your estate substantially increased or decreased?

11. Do you have a beneficiary who may lose governmental benefits if they inherit from you?

 These are only a few examples of when there may need to be an update of you estate plan.

A final note, please do not write on your ORIGINAL will, trust or other estate planning document because it could invalidate them!

Friday, April 24, 2015

OUR SERVICES

A PARTIAL LIST OF
OUR SERVICES:

  1. Simple Wills
  2. Revocable Living Trusts
  3. Powers of Attorney
  4. Powers of Attorney for Healthcare
  5. Advance Directives to Physicians
  6. Special Needs Trusts
  7. Income Cap Trusts
  8. Irrevocable Trusts
  9. Spendthrift Trusts
  10. Pet Trusts
  11. General Estate Planning
  12. Alternatives to Probate
  13. Small Estate Affidavits
  14. Probate if necessary
  15. Adoptions
  16. Name Change
  17. Guardianships
  18. Conservatorships
  19. Deeds
  20. Forming Corporations
  21. Forming LLC's (Limited Liability Companies)
We are happy to give out our fees by phone for many of our legal services. Just call (541) 772-3371

Monday, February 23, 2015

Revocable Living Trusts

Many of my clients tell me the reason they are doing a Revocable Living Trust is their last parent just died and they had a trust and it made things so much simpler in handling their final affairs. On the other hand, I also get clients who want to do a trust because they just got done probating their parents' estate and they don't want to put their children through that process.

Regardless of the reason, my clients are very happy that I do most trusts and wills on a flat fee basis.  There is no "meter" running! That way clients feel more comfortable asking more questions and not feeling rushed in developing an estate plan that fits their needs.

If you own real property worth more than $200,000 (not your equity but the fair market value of the land) you should explore a Revocable Living Trust.

If you are concerned as to who will handle your financial affairs if you have an extended illness, then you should explore a Revocable Living Trust.


A "Revocable" (you can change it) "Living" (you establish it while you are alive) "Trust" (your property is held in trust for your benefit) allows you to avoid probate and plan for any potential incapacity without going to the expensive, bureaucratic and slow state court system for probate or a conservatorship.


  

Friday, February 6, 2015

A Valentine’s Day Wedding


In addition to being a full time attorney I am also a part time municipal court judge for the city of Phoenix, Oregon and a pro tem municipal court judge for the city of Medford. Oregon law provides that municipal judges may perform wedding ceremonies.  As a result one of the fun things I get to do is preside over wedding ceremonies.  Each week I perform on average one or two weddings here at my law office in our conference room.  This year, Valentine’s Day, falls on a Saturday and I have agreed to come in for several weddings.  A Valentine’s Day wedding is a date both can remember come anniversary time and it is very romantic.

For more information on Marriage here is a link to an Oregon State Bar article.

Thursday, January 29, 2015

Estate Planning Presentations.

If you are a member of a group or organization, or just some friends, who are interested  in a speaker on  Estate Planning I am available.  Just give me a call. I have been giving Estate Planning programs to groups for the last 35 years and would be happy to give one to your group. I give an objective presentation on wills vs. trusts and have program material to hand out to those attending. I love the give and take of a discussion on Estate Planning and taking questions is a very important part of any presentation.  I have a conference room available for up to 10 people or am happy to travel to your group. Again, just give me a call.

Tuesday, January 13, 2015

That New Years Resolution

The Holidays are over and now is a good  time to do a will or a trust if you haven't or update the one you have. If you have a will or trust get it out and read it. Is it up-to-date and does it still reflect your current  wishes ? Have the laws changed?