Areas of Practice
We believe in building up, strengthening and protecting families across generations.
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
When you become incapacitated, it almost always falls on your children to gather, maintain, and manage your financial affairs. This is a big job, but it is even harder, and more expensive, if the Court is involved. If you do not have any planning, then your child...read more