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Estate Tax and Gift Tax Developments

The IRS recently announced the 2018 estate tax exemption and annual gift exclusion amounts, and both are rising due to inflation. As a background, the federal government imposes a tax at death of any US person who has at least $5,000,000, as adjusted for inflation. To...

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Beware of Unintended Consequences of Beneficiary Designations

A beneficiary designation is when you name a specific person to receive your assets when you pass away. Retirement accounts, annuities, life insurance, pay on death accounts, all require beneficiary designations. You make these designations outside of traditional...

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Oregon Estate Planning: The Basics

Basic Estate Planning Are you considering creating or updating your estate plan?  Here is some helpful information to help you understand the basics about estate plans. What is an Estate Plan? An estate plan is a set of documents that provide instructions regarding...

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Conservatorships vs. Guardianships: Learn the Basics

Who can serve as the guardian or conservator? A court will honor the protected person’s express wishes for who he or she would like to serve as guardian or conservator, if possible. Usually a family member will serve as guardian or conservator, but he or she must be...

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