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Taxes

June 23, 2014

Estate Considerations for Same Sex Couples

Planning an estate for same sex couples just got a whole lot easier thanks to new federal rules and marriage equality in Oregon (Geiger v. Kitzhaber). Whereas a year ago we might have relied on joint ownership status … read the rest →

June 5, 2014

Is Your Trust Outdated?

Is your trust outdated?

If you got your trust done in the 1980s or 1990s, or even the early 2000s, it’s time to get your trust reviewed.

Many of these trusts were built to aggressively avoid federal estate tax—complicated formulas … read the rest →

November 19, 2012

Deed Dilemmas

“When I die, my property will just pass to my daughter who is on the deed.”

Maybe. Maybe not. One common misconception is that if you and another person are on a deed together, it will pass to the other … read the rest →

January 10, 2012

Two Tax Deductions for 2011

It’s not too late to squeeze in a couple more tax deductions to apply to your 2011 taxes. You have until April 15th to start that health savings account or contribute to your traditional IRA.

A health savings account (HSA) … read the rest →