Portland, OR estates & probate attorney Steve Zipper talks about whether you should have a will or a trust-based estate plan. This question arises for nearly everyone the speaker interacts with, and over the years, various lawyers, accountants, and financial advisors have shared differing opinions on the matter—some holding very strong views. The approach taken is to provide individuals with a clear understanding of the advantages of trusts, while also recognizing that wills can offer benefits as well. The goal is not to implement a one-size-fits-all solution but to convey this foundational information, empowering individuals to make the best decision for their unique circumstances.

While the speaker provides guidance and recommendations as needed, the focus remains on fostering a conversation that prioritizes listening to what is most important to each individual. This process often leads people to choose trusts when they are the best fit. Otherwise, many opt for wills, which are simpler and, in many cases in Oregon, sufficient for their needs.