Areas of Practice
We believe in building up, strengthening and protecting families across generations.
Your Will
Estate planning begins with this key element
Trusts and Tax Savings
Caring for Others
Business Formation and Succession
Estate Planning Seminars
Register for a complimentary seminar to learn how estate planning can save your family thousands of dollars. REGISTER NOW
11 Steps to Probate a Will in Oregon: Timeline for Personal Representatives and Executors
If someone living in Oregon has named you as the personal representative or executor in their Will, then you will need to begin the process known as probate. Here is a summary overview and outline of the Probate process in Oregon (we also handle Washington and...
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Oregon Estate Tax Rates 2011 to the Present
With proper estate planning, we can significantly reduce, or even eliminate, your Oregon estate tax liability! completely! Even if your estate is barely over $1 million, remember that your estate includes life insurance, retirement accounts, real estate, and...
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Federal Estate and Gift Tax Rates
In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate and gift tax exemption at $5,000,000 (pegged to inflation). From 2013 to the present, any individual with a gross estate exceeding the exempt amount is taxed at a...
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