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Oregon Estate Tax: What You Need to Know

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Manage episode 332876385 series 2954717
Content provided by Tammi Caress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tammi Caress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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/

  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 332876385 series 2954717
Content provided by Tammi Caress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tammi Caress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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/

  continue reading

29 episodes

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