Myatt & Bell P.C.Oct 4, 2017law, Tax Planning
With proper estate planning, we can significantly reduce, or even eliminate, your Oregon estate tax liability! completely! Even if your estate is barely over $1 million, remember that your estate includes life insurance, retirement accounts, real estate, and...
Myatt & Bell P.C.May 6, 2014law, Tax Planning
Federal Estate Tax: 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...
Myatt & Bell P.C.Mar 26, 2014Asset Protection, Estate Planning, Incapacity Planning, Planning for your Children, Tax Planning, Trusts
We recently sent this letter to many of our past clients because there have been many changes in the estate planning world over the last few years. Today, MYATT & BELL, P.C. is growing rapidly because the estate plans we did years ago have served families well...
Myatt & Bell P.C.Feb 5, 2014Tax Planning
By: The American Academy of Estate Planning Attorneys New Year’s Day has come and gone, and April 15th looms in the not-too-distant future. While it’s true that many of the big tax planning decisions – like deferring income or bunching deductions – should be made...
Myatt & Bell P.C.Feb 5, 2014Charitable Giving, Gifts and Giving, ILITS, Tax Planning, Trusts
By: The American Academy of Estate Planning Attorneys Many people might think it is beyond their means to leave a testamentary charitable gift (a gift made after you die) and would be surprised to learn that you don’t have to be wealthy to leave behind a substantial...
Myatt & Bell P.C.Dec 28, 2013Estate Planning, Financial and Retirement Planning, Tax Planning
Trusts are an incredibly useful estate planning tool, and they’re becoming ever more popular. As Trusts gain popularity, a question comes up more and more often: who pays the income tax on a Trust? It seems like a simple inquiry, but the answer can be hard to pin...
