Oregon Estate Tax: What You Need to Know

Most people hear about the federal estate tax, but what about Oregon's estate tax?  In this episode, we review the Oregon estate tax, help you determine if your estate will be subject to this tax, and offer a few planning opportunities you can do now to minimize the estate tax burden.

Links to Form OR-706

https://www.oregon.gov/dor/forms/FormsPubs/form-or-706-inst_104-001-1_2021.pdf

Connect with Tammi Caress

https://caresslaw.estate/

https://www.linkedin.com/in/caresslaw/