M&B Monthly: April 2022

In this edition of M&B Monthly… Letter From the President Feature Article: My Loved One Passed Away, What Now? Forward Our Webinar Sign Up Link A Little About Us… Highlighting Trust Administration Attorney, Melissa Graveson and Her Favorite Tortellini Salad Recipe Letter from the President, Justin Martin Dear M&B Family, Melissa Graveson joined our firm […]

M&B Monthly: March 2022

In this edition of M&B Monthly… Letter From the President: Firm Update & Introduction to Feature Article Feature Article: Difficult Family Conversations, Written By John Boylston Join Us For Our Next Live Webinar! A Little About Us… Highlighting our Probate Paralegal, Tanya Hill, and Her Family Southern Buttermilk Biscuit Recipe Letter from the President, Justin […]

M&B Monthly: January 2022

In this edition of M&B Monthly: From the President: “We’re The Firm That Funds Our Trusts” — Estate Planning Seminars: Share With A Friend — A Little About Us… Highlighting Relationship Manager Jami Martin & Her Fabulous Crockpot Salsa Chicken Recipe

M&B Monthly: October 2021

In this edition of M&B Monthly… Letter From The President: Introduction To A Grantor Retained Annuity Trust (GRAT) Grantor Retained Annuity Trusts Explained – John Boylston Estate Planning Seminars: Share With A Friend A Little About Us… Highlighting our Customer Service Coordinator, Anna Gernega & Her Family Borscht Recipe Letter from the President, Justin Martin […]

M&B Monthly: August 2021

In this edition of M&B Monthly… From the President: Introducing our New Grown & Flown Package Grown and Flown, by Dina Weathers Estate Planning Seminars: A Benefit For Your Employees A Little About Us… Highlighting Attorney Dina Weathers & Her Favorite Pasta Salad Recipe Myatt & Bell Team Building Event at K1 Speed Letter from […]

M&B Monthly: July 2021

In this edition of M&B Monthly… Letter from the President – Spousal Lifetime Access Trust (SLAT) Estate Planning = Peace of Mind A Little About Us – Employee Profile with Andrew Ginis + his Great Aunt Mary’s Pie Crust Recipe We’re Hiring! Letter from the President, Justin Martin: Spousal Lifetime Access Trust (SLAT) Estate taxes […]

M&B Monthly: June 2021

In this edition of M&B Monthly… • Letter from the President: Intentionally Defective Grantor Irrevocable Trusts (“IDGIT”) • A little about us…Employee Profile with John Boylston (and his family’s Super Easy Creme Brûlée French Toast) • Estate Planning Can Save Thousands • We’re Hiring! • Be part of our new M&B Thank You Club Letter […]

M&B Monthly: May 2021

In this edition of M&B Monthly… • Letter from the President: Federal Estate Tax Updates and Gifting Suggestions • Upcoming Estate Planning Seminars • A little about us…Employee Profile with Justin Martin (and his family’s famous Tinga de Pollo recipe) • Do you know someone who has been putting off making a will? Letter from the […]

Major Capital Gains Tax Overhaul Proposed

Like many of you, we have been closely watching congress and the White House to see what changes in law may be coming that could affect your estate.  On Wednesday, the Biden Administration proposed a massive change. In the American Families Plan, the White House proposed removing the “step-up” in basis on assets left to […]

Will Your Spouse Inherit Your Estate?

Under Oregon law, if a person passes away (the “decedent”) without a Will/Estate Planning documents, their spouse is not guaranteed to inherit the whole Estate. Specifically, if the decedent has children from someone other than the surviving spouse, then those children will share in the Estate. Here’s how that estate would be distributed: According to […]