Estate planning can seem like a daunting task. In fact, the majority of people in America – reportedly more than 60% – have never created an estate plan or, if they have, they now need assistance updating an older will or living trust. The Portland Japanese Garden offers resource materials and expert planning assistance to help in this often complicated area of life. There is no cost or obligation for these resources or assistance, and no investment or insurance products are promoted or sold.
This is simply a service the Garden is launching to help our members and donors. So if it’s been a while since you updated your estate plan, or you have not done an estate plan previously, we will have these resources available for you in the coming months:
A Will and Trust Planning Guide
An Estate Inventory Form
A Final Wishes Booklet
Call or write Tom Cirillo or Matthew Maas, and either can send you these materials or connect you with an estate planning expert who can meet confidentially with you. We will also be holding an informational session with our estate planning expert in the spring of 2019, so keep a look out for this invitation.
During the past eight years the financial markets have risen dramatically and real estate values in our region have risen at an even faster pace. If you have capital gain issues looming, consider calling the Garden.
We have special trust arrangements that help Garden donors avoid initial capital gain tax when investments or real estate are sold, while providing a constant income stream back to you.
Again, call or write Tom or Matthew if you would like to learn more.
Tom Cirillo can be reached at
[email protected] or 503-595-5225
Matthew Maas can be reached at
[email protected] or 503-542-9301