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Estate Planning
Tax Planning
Probate
Business
Tony was very thorough and helpful in updating my living trust and pour over will. He explained each step in a manner that was easily understood. I highly recommend him for this service.
Tony was really good about explaining all of the nitty gritty details of a trust. We really appreciated his willingness to call us back when we did not have a clear understanding on some details.
Veteran Owned & Operated
Estate Planning Law Firm in Bend, OR
Estate planning is more than just creating a Will or Trust.
It is a comprehensive plan to help manage your estate during your entire lifetime, even during periods of disability, and to make sure that you enjoy your life to the fullest in the manner that you want to with the assets that you have.
When it is time to pass on those assets, you should have confidence and peace in knowing that they will be distributed exactly as you want, with the timing and in the manner that you want.
With a properly administered estate plan, you can rest assured that your family will be taken care of exactly how you intend after your passing.
War Stories with Tony
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De Alicante Estate Plans Typically Include:
Wills
Powers of Attorney
Advance Medical Directives
HIPAA Authorizations
Investment Planning
Retirement Planning
Business Succession Planning
Tax Planning
Charitable & Lifetime Giving
Disability Planning
Special Needs Planning
Planning for Minors
Assignments of Personal Property
Assignments of Business Interests
Instructions on Funding Remaining Assets
Most people do not listen with the intent to understand; they listen with the intent to reply.
– Stephen Covey
Our legal team is dedicated to serving your estate planning needs, offering expert counsel to thoughtfully plan the use, management, and transfer of your estate for you and your loved ones. We do this through comprehensive planning, providing assistance through trust administration and through probate administration as necessary.
Our attorneys will advise on your tax planning to make sure that you take advantage of the tax benefits available to you, and help you plan for the future in ways that allow you to legally minimize your tax liability as allowed by Oregon law and the Internal Revenue Code.
Primary Practice Areas
Estate Planning
Communicating, protecting and carrying out your wishes for your loved ones.
Probate
Helping clients navigate Probate in Bend, Oregon.
Business
Effective legal representation for our clients in Oregon.
Taxes
Maximize the net profits of your business and minimize taxation on your estate.
Estate planning is not “one size fits all.”
There are many unique aspects to consider, which is why we fully personalize every plan for each client. Proper estate planning can prevent probate, keep your estate private, reduce or completely eliminate estate taxes, and expedite the transfer of your assets between your estate and your beneficiaries.
EFFECT OF ESTATE PLANNING OPTIONS
