Resources

  For families and individuals in Oregon and Washington with more net wealth that the state’s estate tax exclusion limit, gifting is a key strategy to reduce the size of your taxable estate while supporting your loved ones during your lifetime. With Oregon’s...

For many business owners in Oregon and Washington, their business is not just their livelihood—it’s one of their most valuable assets. Protecting your business in your estate plan ensures a smooth transition, safeguards your family’s financial future, and preserves...

When planning your estate, trusts are one of the most powerful tools available to ensure your assets are managed and distributed according to your wishes. Trusts can help you avoid probate, reduce taxes, protect your assets, and provide for loved ones. But with so...

Creating a will (or a trust with a “pour over will”) is a fundamental aspect of estate planning, ensuring that your assets are distributed according to your wishes after your passing. In Oregon, if you pass away without a valid will—a situation known as dying...

Creating an estate plan is essential to protect your family and ensure your wishes are honored, but it is not “set it and forget it”—it’s a living plan that evolves with your life. This is a guide to when to review and update your estate plan.

Bitcoin and other cryptocurrencies present unique challenges in estate planning. Unlike traditional financial assets, Bitcoin is secured by private keys rather than a bank or financial institution. Without proper planning, these assets can become permanently...

Both wills and trusts are essential tools in estate planning, but they serve different purposes and offer unique benefits. Understanding the distinctions between the two is critical to choosing the right option for your circumstances. Here’s what you need to know...

When starting a small business in Oregon, one of the first big decisions you’ll face is choosing a legal structure. Two of the most popular options are Limited Liability Companies (LLCs) and corporations. Both offer liability protection, but they differ in taxation,...

It has been said (by me) that Oregon is the best state to live, but the worst state to die. Why? Estate taxes. Both the Federal Estate Tax and Oregon Estate Tax can impact what your loved ones receive from your estate. Here’s a clear overview of both taxes and how...