Tag: Medicaid Planning

Corporate Transparency Act: What Every Small Business Needs to Know By Laura Watts Updated March 18, 2024 If you own a business, you might have

Both the federal gift exclusion and the federal lifetime Estate Tax exemption have significantly increased, creating additional opportunities for individuals and couples navigating estate and tax planning.

Oregon Estate Tax Update: $15 Million Estate Tax Exemption for Natural Resource Property By Attorney Bryce Kaufman This month’s newsletter highlights an important change in

In This Edition: Naming the Right Fiduciary in Estate Plans Get to Know Director John Courtney Complimentary Estate Planning Webinar A Note from the President:

In This Edition: Common Misconceptions About Estate Planning & How to Handle Them Get to Know Attorney Crystal Lewis Complimentary Estate Planning Webinar Common Misconceptions

In This Edition: Firm Announcement: We are expanding! Learn How to Secure Your Business with an Estate Plan Complimentary Estate Planning Webinar Dear M&B Family,