Estate Tax Planning Attorney Near You
Estate taxes can feel overwhelming, but they don’t have to threaten your family’s legacy. At Dolev Law, we create strategies that minimize estate taxes and protect what you’ve worked so hard to build so you can pass on more to your loved ones.
Certifications And Affiliations
What is Estate Tax Planning?
Estate tax planning is the process of protecting your legacy from unnecessary taxes so more of your wealth goes to the people and causes you care about. Without a clear plan, your family may face heavy federal estate taxes and Oregon and Washington estate taxes, which can quickly erode the assets you’ve worked a lifetime to build.
At Dolev Law, we design personalized estate tax planning strategies, using trusts, gifting, and charitable planning, to minimize estate taxes and give you peace of mind knowing your family is financially secure.
Our Estate Tax Planning Services
Smart estate tax planning helps preserve your wealth while easing the burden on your loved ones. At Dolev Law, we offer tailored strategies that align with your goals and Oregon’s unique estate tax laws.
Tax-Efficient Trusts
We establish and manage trusts that provide powerful tax benefits, including irrevocable and charitable trusts designed to reduce taxable estates.
Lifetime Gifting Strategies
We guide you in gifting assets during your lifetime to minimize estate taxes while ensuring you remain financially secure.
Charitable Giving Plans
By incorporating charitable remainder trusts or donations into your estate plan, you can support causes close to your heart while reducing estate tax exposure.
Business Succession Planning
For business owners, we design tax-focused succession plans that protect your company’s legacy and reduce estate tax liabilities for the next generation.
Who Should Consider Estate Tax Planning in Oregon and Washington?
Estate tax planning isn’t just for the ultra-wealthy. In Oregon, where the state estate tax threshold is lower than the federal level, many families are affected. You may benefit from estate tax planning if you are:
Young Adults
Young Families
Married Couples with Children
Couples without Children
Blended Families
Life Partners
Single Parents
Business Owners
High-Net-Worth Individuals
Individuals Caring for Loved Ones
Elderly Parents & Seniors
Special Needs Families
Unmarried Couples
Multinational Families
Retirees Planning for the Future
How Life Feels When You’re Protected From Estate Taxes
When your estate tax planning is in place, peace of mind replaces uncertainty. Instead of worrying about what your loved ones might lose, you can focus on the legacy you’re building.
Your family keeps more of what you’ve worked so hard to earn.
Business succession happens smoothly without surprise tax burdens.
Property and investments pass on efficiently, without unnecessary loss.
You feel confident knowing your legacy supports your loved ones, not just the IRS.
What Families & Business Owners Say About Dolev Law
Frequently Asked Questions About Estate Tax Planning
What is the estate tax?
The estate tax is a federal and state-level tax on the transfer of your assets after death. In Oregon and Washington, estates valued over a certain threshold may be taxed, which makes planning essential.
Does Oregon have an estate tax?
Yes. Oregon imposes its own estate tax, separate from the federal estate tax, on estates valued at $1 million or more. Without planning, your family could face significant costs.
Does Washington have an estate tax?
Yes, Washington imposes an estate tax on estates valued at $3 million or more.
How can estate tax planning help my family?
Planning strategies can reduce or even eliminate estate taxes, protect your wealth, and ensure more of your legacy passes directly to your loved ones.
What are some common estate tax planning strategies?
Families often use trusts, charitable giving, lifetime gifts, and business succession planning to reduce taxable estate value and protect assets.
Do I need an attorney for estate tax planning?
Yes. Estate tax law is complex, especially in Oregon and Washington. An attorney ensures your plan is legal, effective, and customized to your family’s financial goals.
You Don’t Have to Figure This Out Alone
Secure your financial future today. Our experienced attorneys provide personalized consultations to understand your needs and offer expert legal advice. Schedule now for tailored solutions that protect your assets.
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