Most everyone I meet with is at some level concerned about estate taxes; or as many call them "Death Taxes." People I meet with will often say something like, "I don't want Uncle Sam taking everything I've worked a lifetime to save." More on that in a bit.
The good news, over 95% of families in the United States are not currently subject to the Federal Estate Tax. The 2016 Federal Estate Tax Exemption is $5.45 million for individuals and $10.9 million for married couples.
Now for the not so good news, we live in Oregon. The Oregon Estate Tax Exemption is currently $1 million for an individual. We have solutions available to take full advantage of the Oregon exemption; limiting the estate tax paid to Oregon.
If you'd like to know more about this type of estate planning, call 503-850-8345 to start a conversation about the options available to you.
I'm a reformed litigator that now helps individuals, families and businesses prevent problems and stop worry. Contact me to learn more about my solutions that may be right for you.
3 Reasons Everyone Needs An Estate Plan21 Feb, 2019
Taxes & Estate Planning15 Feb, 2019
Healthcare & Estate Planning29 Nov, 2016
Young Adult Estate Planning21 Sep, 2016
15 Mar, 2019
Can A Personal Representative or Trustee Steal Your Assets?01 Mar, 2019
Choosing Guardians When You Don’t Agree08 Feb, 2019
18 Year Old’s Magic Vanishing Inheritance