Oregon taxes estates over $1 million. That includes your home, your retirement accounts, and your life insurance. The federal threshold is $13.6 million in 2026, so most people assume they’re fine. They’re often not.
Oregon starts taxing estates at $1 million, including your home, retirement accounts, and life insurance. And if one spouse dies first, you can’t carry their exemption over to the surviving spouse. Without planning, that first exemption is just gone.
With proper Oregon-centered planning, married couples can preserve both spouses’ exemptions and shelter significantly more from estate tax. For many families, that’s six figures that stays with the people you love instead of going to the state. Completely legal.
Find out where your estate stands, before the state does.
Schedule a Consultation →Every plan starts with a real conversation. I sit down with you, listen to your situation, and design a plan around the actual people in your life. Every document is drafted by hand, grounded in Oregon law, and walked through with you page by page before you sign.
The result is a plan you understand, that does what you want it to do, when it needs to.
Three unhurried steps stand between you and a plan that quietly looks after the people you love. Here is how we walk that path together.
We sit down, in our office, or over a quiet video call, and listen. You tell us about your family, your worries, the people who depend on you. We answer your questions in plain English and walk you through what an Oregon plan can actually do.
We design your blueprint, custom-draft every document by hand, and walk you through every page together at your signing. Your Will, Trust, Advanced Healthcare Directive, and Powers of Attorney, all shaped to keep you out of probate, soften the tax bill, and protect what you’ve built.
You come back for your binder pickup, we hand over everything you need to fund your plan, walk you through next steps, and stay in touch as life keeps moving. Your plan should keep up too.
From a first Will to a multi-generational trust, every part of estate planning under one quiet, careful roof.
Carefully drafted wills and revocable trusts shaped to your family, built to keep your wishes clear and your loved ones out of probate.
Learn MoreDurable and Limited Financial Powers of Attorney that put trusted hands at the wheel if you can’t, written to hold up when life calls on them.
Learn MoreWhen a loved one passes, we walk your family through probate and trust administration, clearly, patiently, and on your timeline.
Learn MoreStrategic structuring, irrevocable trusts, LLCs, and beyond, to shield what you’ve built from creditors, judgments, and tax exposure.
Learn MoreLiving wills and advance directives that speak clearly for you when you can’t, so your family is never left guessing what you’d want.
Learn MoreFlexible arrangements that keep your estate out of probate and let you keep full control of your assets while you are living.
Learn MoreEstate and gift-tax strategies that quietly reduce the bite, preserving more of what you have built for the people who come next.
Learn MoreNaming the people you trust to raise your children, and the structures that keep their inheritance safe until they’re ready.
Learn MoreQuiet, clear-eyed conversations about what you each bring into a marriage, written into an Oregon-enforceable agreement before the wedding.
Learn MoreEvery plan is a flat fee, agreed on before any work begins. No hourly billing, no creeping costs. Your consultation is a full two hours to design that plan with you.
For individuals and couples who need clear, foundational documents, written carefully, signed cleanly.
For families who want to keep the house out of probate and soften the bite of Oregon Estate Tax.
For estates near or above the Oregon $1M threshold, built to preserve both spouses’ exemptions and maximize tax savings.
All packages begin with a separate two-hour consultation to design your plan.
A focused two-hour consultation to sit with what matters most. You’ll be heard in plain English, walked through the Oregon options that fit your family, and leave with a clear sense of the path forward.
