31 янв. 2024 г. · Make lifetime gifts. You can give any number of individuals up to $18,000 each per year tax-free under both federal and Oregon state law.

22 июл. 2024 г. · One of the most effective ways to reduce the size of an estate and minimize estate taxes is through lifetime gifting. By transferring assets to ...

6 февр. 2024 г. · Make lifetime gifts. You can give any number of individuals up to $18,000 each per year tax-free under both federal and Oregon state law.

3 янв. 2024 г. · The estate tax rate for Oregon is graduated. It starts at 10% and goes up to 16%. The taxable estate is the value of the estate above the $1 million exemption.

17 июн. 2024 г. · What can be done to minimize the estate taxes paid to Oregon and leave more assets for your heirs? Gifts can be made to your heirs annually, or ...

21 окт. 2024 г. · Invest in life insurance: it can be used to pay estate taxes, is generally exempt from income tax, and can be structured to avoid the estate tax ...

So again, the two strategies that I mentioned today are number one, setting up a life insurance trust, an irrevocable life insurance trust, an ILIT, that will ...

30 нояб. 2023 г. · Utilizing spousal portability. For married couples, leveraging spousal portability can help reduce or eliminate estate taxes. In Oregon, spouses ...

9 мая 2022 г. · In this post we examine the Oregon estate tax and look at the rates, exemptions and filing requirements. We will also offer a few tips.