Wills
A legally binding document that expresses your wishes for asset distribution and names guardians for minor children.
Learn More →Tax Planning
Estate and gift tax strategies designed to minimize your tax burden and maximize the wealth transferred to your heirs.
For estates approaching or exceeding the federal estate tax exemption — currently over $13 million per individual — proactive tax planning is essential. Oregon imposes its own estate tax on estates exceeding $1 million, making state-level planning critically important even for clients who are below the federal threshold.
Effective estate tax planning integrates seamlessly with your overall estate plan, ensuring that your assets transfer to your heirs in the most tax-efficient manner while preserving your ability to use those assets during your lifetime.
Tax Planning Strategies We Employ
- Annual Gifting Programs: Systematic use of the annual gift tax exclusion to transfer wealth tax-free
- Irrevocable Life Insurance Trusts (ILITs): Remove life insurance proceeds from your taxable estate
- Grantor Retained Annuity Trusts (GRATs): Transfer appreciation to heirs with minimal gift tax
- Charitable Remainder Trusts (CRTs): Generate income, support charitable causes, and reduce estate taxes simultaneously
- Spousal Lifetime Access Trusts (SLATs): Use the current high exemption while it remains available
- Oregon-Specific Planning: Strategies to mitigate Oregon's lower estate tax threshold
We work alongside your financial advisors and accountants to implement an integrated plan that achieves your goals across income, gift, and estate tax dimensions.
Other Services You May Need
Revocable Living Trusts
Flexible trust arrangements that help your estate avoid probate while maintaining full control over your assets during your lifetime.
Learn More →Power of Attorney
Authorize a trusted agent to manage your financial and legal affairs if you become unable to do so yourself.
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