2021 Estate Tax Exemption: Key Estate Planning Proposals

By Jeffrey G. Moore, Attorney in the Estate Planning & Probate Practice Group   This last week, House Democrats released details of a new tax proposal to support the $3.5 trillion spending plan.  Although we stress that these are indeed proposals at this point, we wanted you to be aware.  The proposals will inevitably undergo further

Estate Planning Considerations When Moving To Oregon

by Estate Planning Practice Group Oregon is a great place to live. Most of our clients live in Oregon, and more and more of our clients have friends and family moving to Oregon. Here are answers to some of the most common estate planning questions we receive from new Oregonians. Are My Out-Of-State Documents Still

An Estate Planner’s Take on the 2012 American Taxpayer Relief Act

Out With the New and in With the Newer By Jeff Moore Like most of you, I too, put all of my New Year’s celebrations on hold until I finally heard that Congress passed the 2012 American Taxpayer Relief Act (“ATRA”) on January 1, 2013, and saved the nation from the “fiscal cliff.” While many