Oregon Estate Transfer Tax Compliance Issues: Beneficiary Designations
When a decedent who owned over $1,000,000 in assets passes away and all of his or her assets pass via beneficiary designations and not through the normal channels of estate administration, such as probate or trust administration, the Oregon Estate Transfer Tax Return...
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...
Care and Estate Planning for Alzheimer’s Patients
Originally published in the Portland Business Journal on March 14, 2016. Co-written with Tracy Morgan, executive director at the Alzheimer’s Association’s Oregon Chapter. Since 1982, the Alzheimer’s Association has invested more than $350 million in...
Portland estate planning question: I received an inheritance. What should I do?
According to estimates given by MetLife, two-thirds of baby boomer households will receive some inheritance over their lifetimes, with a median amount of $64,000. For many families, this is a substantial amount of wealth and families struggle with knowing how to view...