Areas of Practice
We believe in building up, strengthening and protecting families across generations.
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...read more
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...read more
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...read more