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Archives for Oregon

Winter Freeze

On Friday, November 13, 2020, Governor Kate Brown announced the state of Oregon is being placed on a two-week freeze starting Wednesday, November 18, 2020.  Much like your business, we are affected and have to close access to our office…

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Passing Assets and Saving Money

The Tax Cuts and Jobs Act, which was passed in December of 2017, brought large scale changes across the board. It significantly changed the landscape for taxes in general and in the realm of estate planning. It moved the estate exemption from $5,490,000 in 2017 to $11,200,000 per individual, meaning for federal estate tax purposes up to $11,200,000 of assets can pass to a non-spouse upon passing, free of Federal Estate Tax.

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