Author: Scott Bucy

Robin Williams’ Wife Shares Their Lewy Body Dementia Journey

“Neurology,” the prestigious brain journal, published insights from Robin Williams’ wife, Susan, into Lewy Body Dementia. Watch Susan join “The American Brain Foundation” for a TV interview about Robin’s battle with dementia.

Taking a Win-Win Approach

We are excited to have Cheri Elson featured in the Oregon Community Foundation’s 2019 Annual Report! You can read the article here. To read the full report, click here! Oregon Community Foundation’s mission is to improve the lives of all Oregonians through the power of philanthropy....

Trust Options for Couples

Married couples and Registered Domestic Partners have options when creating revocable living trusts. Each has pros and cons and understanding one’s priorities is important in choosing the best option. While there is no technical name for it, I call the first option the “I Love You Trust”. At the...

Recognizing a Social Security Scam

Here is a great article from the Consumer Financial Protection Bureau on how to recognize a Social Security scam. This is worthwhile reading for all – the predators are getting smarter and smarter in how they lure us! Five Ways fo Recognize a Social Security Scam

We are Here for You During COVID-19

Until further notice, we are meeting clients through video conferencing (Zoom, FaceTime, GoogleMeet, Skype). This enables us to connect, review your unique circumstances and evaluate your needs, without delaying your planning objectives, while protecting everyone’s health and safety. If you or someone...

Estate Planning in the Age of COVID-19

With the signing of Governor Brown’s Executive Order No. 20-12, our daily lives changed drastically in a heartbeat, with no determined end date in sight. We were told to stay at home and only venture out for essential services, such as grocery shopping and medical supplies. We must come up with...

Educational Opportunities