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News and Blog

Mar
14
2016

Things to Remember at Tax Time

April 15th is approaching and it is time to begin crossing T`s and dotting I`s in preparation for paying taxes. As tax time draws near, you want to make sure you file all the proper forms and take all deductions you`re entitled to. Following are some things to keep in mind as you prepare your tax form.

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Jul
10
2015

Use This Form to Avoid Loved Ones Being Denied Medical Information

If you are in the hospital, the last thing you want is for a family member or a trusted friend to be denied information about your condition or prognosis. But this could happen if you haven’t already given authorization about who can receive details of your medical condition.

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Jul
09
2015

Older Drivers

Clients and families often have concerns about older drivers and are unsure about what steps to take when they believe a driver may no longer be safe.

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Jun
16
2015

3 Little-Known Strategies to Maximize Social Security Benefits

While collecting Social Security benefits may seem straightforward, there are actually several strategies for collecting benefits -- especially if you are married -- that can increase your retirement benefits.

There are three basic options for when to start taking Social Security benefits: You may begin taking benefits between age 62 and your full retirement age, you can wait until your full retirement age (which varies by your age), or you can delay benefits and take them anytime up until you reach age 70.

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Jun
16
2015

Oregon Attorney General Scam Alert

Hackers Target IRS Website -- 4 Tips to Keep You Safe

A "sophisticated" organized crime group has stolen the personal financial information of more than 104,000 taxpayers directly from the Internal Revenue Service (IRS) website. According to the agency, the IRS recently identified a startling 200,000 attempts from the group to steal personal data. 

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Jun
12
2015

Passing on Assets Outside of Probate: PODs and TODs

For a variety of reasons, people sometimes want some or all of their assets to pass directly to specific individuals upon their deaths, outside of probate. One way to accomplish this is to set up a “payable on death” (POD) account for money in a bank account or a “transfer on death” (TOD) account if funds are in a brokerage account.

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Jun
10
2015

5 Estate Planning Tips for the Non-Traditional Family

(Which Probably Means Yours)

Is your family of the “Leave It to Beaver” variety -- opposite-gender parents, the first marriage for each, one or more kids, all healthy and thriving? If so, your estate plan will probably be pretty straightforward. But if not, it`s not as simple and you have a lot of company.

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Jun
02
2015

Do You Need a Lawyer to Write a Will?

While you aren`t technically required to hire a lawyer to draft a will, failing to do so can lead to costly problems for your family and other heirs.

 A will is a legal document that directs who will receive your property when you die. The legal requirements are pretty simple. In order for your will to be valid, you must know what property you have and what it means to leave it to someone, then sign the document and have it witnessed according to the laws of your state

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May
04
2015

May is National Elder Law month!

FMHM is celebrating by giving back to the community and our clients. This month the attorneys at FMHM will volunteer at the Oregon State Bar’s Senior Law Project and give presentations for New Hope Church, Valic Financial Planners, and Stewart Title.

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Feb
17
2015

Case Illustrates Need for a Formal Contract When Paying Relatives for Care

A growing number of people are entering into caregiver contracts with their family members. These contracts, also called personal service or personal care agreements, have many benefits, including rewarding the family member for indispensable help.

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DISCLAIMER:The information contained in this website is based on Oregon law and is subject to change. It should be used for general purposes only and should not be construed as specific legal advice by Fitzwater Meyer Hollis & Marmion, LLP or its attorneys. Neither this website nor use of its information creates an attorney-client relationship. If you have specific legal questions, consult with your own attorney or call us for an appointment.