Estate Planning Basics Attorney in Portland, Oregon

What strategies can be used to lower estate taxes?

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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.

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