Financial Independence and Estate Planning
As FIRE enthusiasts (Financial Independence Retire Early), we tend to plan ahead and get our affairs in order so we can do whatever it is we want to do with our lives. So come join us for a guest pre…
When and where
- Date and time
- PST — local Portland time
- Location
- Dick's Primal Burger4905 SE Woodstock Blvd, Portland, OR, Portland, ORPortland
About this event
As FIRE enthusiasts (Financial Independence Retire Early), we tend to plan ahead and get our affairs in order so we can do whatever it is we want to do with our lives. So come join us for a guest presentation with estate planning attorney Michelle-Shari Kruss. This is a great chance to end 2026 with a final accomplishment under your belt; i.e., jumpstart any estate planning you need to do or get some questions answered. If estate planning hasn’t been on your radar yet, this meetup may help get you ready to dive in.
This conversation could go in a variety of directions depending on the attendee's situations. Here’s a list of concerns that Michelle-Shari regularly helps clients with that might get you thinking about what questions you have:
* What is the difference between a Will and Revocable Trust.
* What is probate, what property is subject to it and what ways can you avoid it.
* Understanding how real property can be (should be) titled.
* Coordinating life/retirement beneficiary de
Official details
- Price:
- Free
- Organizer:
- Portland Financial Independence Meetup
- Listing source:
- Meetup
Last verified · This event is free to attend.
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