Understanding the Intentionally Defective Grantor Irrevocable Trust (IDGIT) By Attorney Bryce Kaufman When it comes to estate planning, savvy individuals and families seek strategies

2025 Federal Lifetime Estate and Gift Tax Changes: What You Need to Know By Attorney Bryce Kaufman As we enter 2025, significant changes to

With Gratitude and Joy: Merry Christmas As the holiday season approaches, we take a moment to reflect on the importance of gratitude, meaningful connections,

Estate Tax and the Post 2024 Election By Attorney Bryce Kaufman President elect Donald Trump’s victory has significant implications for the future of the

Tailored for Trust: Why Estate Planning Calls for a Suit In an era where casual attire has infiltrated even the most formal settings, you

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

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

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

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

In This Edition: Starting a business? Learn more about the different legal structures Get to Know Our Team Recipe Spotlight Complimentary Estate Planning Webinar