Estates and Estate Taxes

Some states collect an Estate tax (also known as a “death tax”) which is based on the value of the deceased person’s estate and, in some states, who inherits it. As of January 1, 2015, 19 states and the District of Columbia collect an estate tax, including Oregon and...

Storing Your Original Estate Planning Documents

Our office is often asked where original estate planning documents—wills, trusts, powers of attorney, and healthcare directives—should be stored for safekeeping. While we generally recommend a fireproof home safe, consider the following: A home safe For a home safe to...

Estate Planning Basics for Newlyweds

It’s the time of year for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, it’s also time for you and your new spouse to plan for your future—for richer or for poorer, in sickness...

Planning for Possibilities

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