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 …
Oregon Estate Tax Rates 2011 to the Present
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 …
2014 Federal Estate and Gift Tax Rates
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 …
A Letter to Our Clients Regarding Essential Elements of an Up-To-Date Estate Plan
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 …
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Four Tips for a Pain Free Tax Season
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 …
How Life Insurance Can Fund Your Charitable Legacy
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 …
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Trusts and Income Tax: Who Pays?
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? …