Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]
Address These Estate Planning Priorities First
It’s been said that there’s “no time like the [...]
Loan or Gift?
If you’re like most people, an important goal of [...]
Highlights of the Revised Uniform Guidance
Highlights of the revised Uniform Guidance Federal agencies were [...]
You missed the estate tax filing deadline
You likely don’t need to be reminded about filing [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
Federal and Oregon Filing Requirements – Information Returns
The due date for 2023 Forms W-2, W-3, 1099-MISC [...]
No time like the present – Address top estate planning priorities today
When it comes to estate planning, consider taking a [...]
A strong marriage is a necessity when it comes to using a SLAT
When creating your estate plan, there’s a certain amount [...]
Going through a divorce?
Despite its unusual sounding name, a QDRO isn’t an [...]