2019 FPA Spring Financial Forum

Let us place the ✅ next to Estate Planning
on your to do list so you can get back to LIVING!

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

Trusts can save thousands and protect families

Caring for Others

Legal tools so you can protect your loved ones

Business Formation and Succession

Preserving the legacy you built

Estate Planning Seminars

Register for a complimentary seminar to learn how estate planning can save your family thousands of dollars.

Estate Tax Calculator

Estimate your Oregon Estate Tax liability with our online tax calculator.

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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Have Questions? Contact Us for a Complimentary Consultation.