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  • Planning
    • Successor
  • Team
    • Randy Moe
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    • Carl Cox
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Read more about the article Tax Planning Trusts in Oregon can save you $100,000.

Tax Planning Trusts in Oregon can save you $100,000.

  • Post author:Layla McLean
  • Post published:July 1, 2020
  • Post category:Estate Planning

Why a Joint Trust? A Trust is like bucket used to hold your assets, and is effective during your life, upon your incapacity, and at death. When created by married…

Continue ReadingTax Planning Trusts in Oregon can save you $100,000.
Read more about the article Division of the Family Business: Equal versus Equitable

Division of the Family Business: Equal versus Equitable

  • Post author:Nick Blankl
  • Post published:April 20, 2020
  • Post category:Estate Planning

Many business owners prefer to separate their business and personal interests. However, if you are like most business owners your business is your largest asset and indistinguishable from your overall…

Continue ReadingDivision of the Family Business: Equal versus Equitable
Read more about the article Acumen Facilitates Succession Plan at the Eleventh Hour

Acumen Facilitates Succession Plan at the Eleventh Hour

  • Post author:Karen Anderson
  • Post published:April 18, 2020
  • Post category:Succession

Challenge A mid-sized aerial services company with a family environment was looking to hire its first Chief Financial Officer (CFO) to help the succession from generation one to generation two.…

Continue ReadingAcumen Facilitates Succession Plan at the Eleventh Hour
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