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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...

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...

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 core...

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 their...

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, GOING,...

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 rules,...

Have We Saved the Family Farm? A Look at House Bill 3201 By Estate Planning Practice Group SAALFELD GRIGGS PC Many individuals may not realize that there has been a significant change in the structure of the Oregon inheritance tax as it relates to individuals who own...

Got Kids? Planning for Your Children's Future By Estate Planning Practice Group SAALFELD GRIGGS PC In their estate plan, parents should ensure their children are provided for in a way that best fits their family’s needs, goals and expectations. This article explains...

Gift Wisely: Navigating the Technicalities of Smart Giving By Estate Planning Practice Group SAALFELD GRIGGS PC Gifting should not be complicated, right? Gifting can actually be a challenging process and should not be done without sufficient forethought and wise...

Estate Planning Myth Busters By Estate Planning Practice Group SAALFELD GRIGGS PC   Clients sometimes make assumptions about their estate plan that can cause problems at a later date. If you can avoid making such assumptions, you will save yourself and your family...