ICYMI: Newly Married? Better Revisit Your Estate Plan

If you had a will in place and then got married, your will may have been revoked!  If this is the case, your property will pass as if you had no will. In Oregon, with a few exceptions, a marriage revokes any prior wills.  The only exceptions are 1) if the will evidences intent that it not be revoked by a subsequent marriage or that it was drafted in contemplation of marriage...
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Happy Thanksgiving!

Wishing you a Happy Thanksgiving!  Whether your holiday is full of tradition (and overeating) or simply the enjoyment of an extra-long weekend, I hope that you have an enjoyable, fun, and relaxing holiday break. This year, I am particularly thankful for my three-month-old who is happy and healthy, for the crazy number of medical issues that have (mostly) been resolved for my...
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ICYMI: 5 Tips for Improving Customer Service

Customer satisfaction is a necessary part of being in business and a large part of client satisfaction comes from the service you provide to clients.  Here are five easy tips to help improve your customer service: Respond Promptly – The number one complaint I hear from clients about pet peeves is that professionals don’t call or e-mail them back in a timely fashion. I try ...
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ICYMI: Make Your Meetings More Productive

No one likes to sit through an unproductive meeting (unless it is helping you avoid something else and/or there is free food), so focusing on making your meetings more productive can increase happiness for all involved. Here are five simple tips for increasing productivity: Have an Agenda – Having an agenda has many benefits. First, you have to plan ahead, which means y...
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ICYMI: How to Foster Others in Your Profession

Small Table
I, like many others, have benefited greatly from being mentored and fostered by others in my profession (and some outside of it).  Because of that, I take mentoring and fostering others in my profession very seriously and I put a lot of effort into trying to assist others get a leg up the ladder as they develop their own professional talents and goals. Here are some tips tha...
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ICYMI: How to be a Good Mentee

Having a great mentor is a blessing, but it is also important to keep in mind that the mentee/mentor relationship is a two way street and you also have to give back.  You also need to bring something to the table that helps your mentor in some way and to show your gratitude. For some people, this means that they always pick up the tab for lunch or coffee with their mentors b...
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ICYMI: How to Find a Mentor

Networking is often the bread and butter of marketing for new (and old) professionals.  Part of networking is figuring out how to meet people you don’t need to know, but should know, and how to connect to other people who would be helpful for you. A major part of networking is finding (and keeping) a good mentor (or more than one), which can be easier said than done.  Of cou...
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ICYMI: What is a Conservator?

A conservator is an adult appointed by the court to handle the financial affairs and property owned by another person because that person is unable to do so.  Reasons for a conservator to be appointed may be that someone is a minor, has a mental illness, has a disability, or suffers chronic intoxication. A conservator may be appointed for a child or for an adult.  Common sit...
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