You missed the estate tax filing deadline
You likely don’t need to be reminded about filing [...]
Is a charitable remainder trust right for your estate plan?
You might have several goals you’d like your estate [...]
What nonprofits need to know about alternative investments
With today’s economic uncertainty, businesses, including nonprofit organizations, are [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
It’s time to take another look at the stepped-up basis rules
Thanks to a generous federal gift and estate tax [...]
Do your assets include unregistered securities?
When it comes to estate planning, addressing all your [...]
You don’t file a gift tax return
Thanks to the annual gift tax exclusion, you can [...]
Protect your estate against undue influence claims
It’s your will, so you can say whatever you [...]
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 [...]