Nov 28, 2012 | Estate Planning & Probate
New Rule Allows Deferral of State Death Tax By Estate Planning Practice Group SAALFELD GRIGGS PC The new Oregon inheritance tax, passed by the 2003 Legislature, can trigger a state death tax at the death of the first spouse to die. Under recent administrative rules...
Nov 28, 2012 | Estate Planning & Probate
Lions, and Tigers, and IRAs! Oh MY! By Jeffrey G. Moore SAALFELD GRIGGS PC After saving for decades, many people consider their most significant asset to be their qualified retirement plan or their Individual Retirement Account (IRA). It is not uncommon for a client...
Nov 28, 2012 | Estate Planning & Probate
Kids, The Inheritance Is All Yours, But… By Estate Planning Practice Group SAALFELD GRIGGS PC Do you worry about your children spending their inheritance unwisely? Or the money lessening their incentive to work? Or whether it will cause them to stray from the...
Nov 28, 2012 | Estate Planning & Probate
Joint Ownership: Rethinking America’s Most Common Form of Ownership By Estate Planning Practice Group SAALFELD GRIGGS PC One of the most common forms of ownership is joint ownership. I often encounter the situation where individuals are using joint ownership as...
Nov 28, 2012 | Estate Planning & Probate
It’s That (Ending) Time of Year Again: Some Taxing and Not-so-Taxing Thoughts for Yearend By Jeffrey G. Moore SAALFELD GRIGGS PC As yet another year comes to yet another surprisingly quick close; here are some things to consider before you ring in 2006. GOING,...
Nov 28, 2012 | Estate Planning & Probate
IRS Issues New Rules on Minimum Distributions From IRA’s By Estate Planning Practice Group SAALFELD GRIGGS PC The IRS recently issued new rules on distributions from IRA’s and qualified retirement plans. The new regulations not only simplify the distribution...
