Estate Planning

What to know about IDGTs

You're encouraged to find ways to reduce the taxation that your estate is liable for. One of the estate planning tools that you have in Oregon is called an intentionally defective grantor trust, or IDGT. This trust enables you to defer estate taxes on your property....

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Is a simple will for me?

The majority of Americans do not have an estate plan. One reason for this is that many Americans believe that estate planning is best left until retirement. Others believe that only people with large estates need an estate plan. Nothing could be further from the...

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