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 …
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… …
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 …
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 …
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 …
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 …
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 …
Avoid the Costly Mistake That Could Expose Your Family to Unnecessary Long-Term Care Expenses
Paying for long-term care is a real concern for many of us. Learn how Medicare works and how Medicaid planning can save your family in the long run.