Estate Planning

Estate planning is an important part of protecting your legacy, but it’s also a deeply personal process. For many families, navigating Oregon’s $1 million estate-tax exemption can add unexpected complexity at an already emotional time. A home, retirement accounts, life insurance, or business interests can quickly exceed the threshold. We can help you understand what this means for your estate and guide you through practical planning strategies that may ease the tax burden on your heirs and beneficiaries.

Our work goes beyond documents and tax filings. We can help you think through trusts, probate-avoidance options, and the best ways to structure or transfer assets based on your long-term goals. We also review how your business ownership interests fit into an estate plan and how placing assets in a trust may affect future obligations. When the time comes, we also prepare estate, trust, and related individual tax returns, offering continuity and support for families when they may not know what to expect next.

We understand that settling an estate can be overwhelming, and families often need a steady, reliable resource during a difficult period. Our team brings experience in individual, trust, and estate taxation, paired with a compassionate approach that reflects the personal nature of this work. We will collaborate with your attorneys and other advisors to help ensure every piece of the plan aligns, so your loved ones have clear guidance when they need it most.

Let’s talk about how estate planning can work for you.