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 [...]
Overlooking foreign assets can be detrimental to an estate plan
When working with an estate planning advisor, it’s critical [...]
Create a trust that can span the ages
Do you want to leave a legacy for your [...]
Who Needs An Estate Plan?
Who needs an estate plan? Quick answer: Everyone Despite [...]
How To Track Mileage via Mobile Apps
As you may know, many people are opting to [...]