Estate Planning Seminar

Estate Planning Seminars

With roots back to 1960, M&B has transitioned many estates to successive generations using wills and trusts. Every day, we meet with families who do not know that the Oregon Estate Tax applies when your assets exceed $1 million. This tax just doesn’t get a lot of press!

The value of your home, life insurance, death benefit, and retirement accounts are all included in your taxable estate. To find out how estate planning could save your family thousands of dollars…

WE ARE PLEASED TO INVITE YOU TO OUR LIVING ROOM CHAT…

Topics Covered at Each Chat:

  • Do I Need a Will or Living Trust?
  • How to Save Oregon Estate Taxes.
  • Incapacity and How to Plan for It.
  • How do Lifetime Gifts Save on Oregon Estate Taxes?
  • Why a Power of Attorney is not Enough.

Seminar Dates:

May 25, 5pm
Myatt & Bell P.C.
10300 SW Greenburg Rd
Lincoln One, Suite 500
Portland, Oregon 97223

June 1, 5:30pm
Sherwood Center for Performance Arts
22689 SW Pine St,
Sherwood, OR 97140

June 29, 5pm
Myatt & Bell P.C.
10300 SW Greenburg Rd
Lincoln One, Suite 500
Portland, Oregon 97223

July 27, 5pm
Myatt & Bell P.C.
10300 SW Greenburg Rd
Lincoln One, Suite 500
Portland, Oregon 97223

Reserve Your Spot

To reserve your spot please fill out your contact information and the seminar you would like to attend below. Or call us directly at 503-641-6262 to reserve your spot.

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