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so when I’m talking to clients about
estate tax savings there is no one right
or wrong answer there’s not a one-size
fits-all approach for everybody each
plan that I work on with my clients is
uniquely drafted for them so when I am
meeting with clients we are having
conversations about their family their
goals their assets and their general
interest in tax tax savings and their
interest in adding complexity to their
plan just as an example some of the
estate tax planning strategies we use
can be something as simple as annual
gifting you can Implement charitable
planning either at life or at death we
can use certain types of tax planned
trusts trusts that move appreciation of
assets outside of your estate to reduce
estate taxes and last ly there are also
some trusts that we can use to help
generate liquidity to pay taxes in cases
where we know that there will be a tax due
Portland, OR estates & probate attorney Sara Winter talks about the strategies that can be used to lower estate taxes.