CASCADIA ESTATE PLANNING
http://cascadiaestateplanning.com
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Oregon
Joel was born and raised in Los Angeles California. Yep, he’s a transplant. After graduating with honors from the California State University – Los Angeles, he came up here for law school in 2012. By the end of his first semester Joel knew two things: 1) this was where he belonged – he was going to make the Pacific Northwest his home; and 2) he would dedicate his life to preventing the tragedies he’d witnessed within his own family.
You see, Joel had witnessed the complete disintegration of his family after the death of his grandmother due to the bickering and infighting between those she left behind. Just a few years later, he watched helplessly as his mother mourned the death of his brother, enduring a long and tedious probate process while struggling with the courts, state agencies, and creditors.
In law school, Joel apprenticed with a local estate planner. It didn’t take long for him to realize that both of these tragedies were completely preventable. In both cases, there had been documents – grandma had a will and his brother had appointed his mother power of attorney. In neither case, however, was the voice of the deceased a part of those documents. Joel had found his purpose: to ensure that the client’s voice lives on through a carefully considered and thoughtfully designed estate plan.
Joel graduated from the University of Oregon School of Law in 2015 with certificates in estate planning and tax law, committed to changing that dynamic for his clients. He is a member of the Oregon State Bar Association, the Lane County Bar Association, and WealthCounsel – a national organization dedicated to providing advanced estate planning techniques. His firm, Cascadia Estate Planning, provides personalized estate planning as well as assistance with estate administration and probate cases.
"Joel has been great for my family. With his advice and experience he has put into place for us a will, power of attorney, and advance directives. Thank you Joel for helping us with this." - Jeff Krier
"Joel was knowledgeable and trustworthy. He is also a good teacher, enabling us to make good choices. The fee structure was reasonable, overall very happy with our experience." - Samuel Deese
"I highly recommend Joel for estate planning, and wish I had contacted him sooner. I would have avoided the grim financial situation I’m currently experiencing with DHS." - John Dilger
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.