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Should You Distribute Your Assets While You’re Still Alive? The Pros and Cons of a Gifting Strategy

Mar 18, 2025

You’ve succeeded in accumulating wealth. Now, you’re wondering: should you distribute this wealth to your heirs in your will or should you start gifting it to your loved ones during your lifetime? Both options have advantages and disadvantages. Before you decide,...

Why Oregon Estates Need to Consider the Oregon Estate Tax

Feb 26, 2025

If you’re trying to minimize your tax bill, living in Oregon could work against you. Oregon is one of the few states in the country that levies an estate tax. Moreover, the Oregon estate tax has a relatively low threshold, meaning it’s not just the superrich who have...

What Every Adult Needs to Know About Healthcare Proxies

Jan 22, 2025

Are you 18 or older? Then you need an advance directive. If you experience a serious medical event and can’t express your wishes, an advance directive can ensure the care you receive is in line with your wishes. Healthcare proxies are a critical part of advance...

Higher Estate Tax Exemptions Are Set to End – Is Your Estate Plan Ready?

Dec 31, 2024

The Tax Cuts and Jobs Act raised the threshold for gift and estate tax exemptions, allowing people to give more of their estate away without being subject to federal estate taxes. This provision is set to expire soon, with big implications for estate planning. You may...

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Recent Posts

Should You Distribute Your Assets While You’re Still Alive? The Pros and Cons of a Gifting Strategy

Why Oregon Estates Need to Consider the Oregon Estate Tax

What Every Adult Needs to Know About Healthcare Proxies

Higher Estate Tax Exemptions Are Set to End – Is Your Estate Plan Ready?