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. Many Oregon estates that owe no federal tax still owe Oregon estate tax.
Oregon starts taxing estates at $1 million, including your home, retirement accounts, and life insurance. Oregon’s exemption is not portable between spouses: when the first spouse dies, their exemption is lost unless the plan is structured to preserve it.
With proper Oregon-centered planning, married couples can preserve both spouses’ exemptions and shelter significantly more from estate tax. For many families, that is six figures that passes to their heirs rather than to the state, through standard, well-established planning.
Find out where your estate stands under current Oregon law.
Schedule a Consultation →Every plan starts with a conversation. I review your situation and design the plan around your family, your assets, and your goals. Every document is drafted to Oregon law and walked through with you page by page before you sign.
The result is a plan you understand and that does what you intend, when it takes effect.
Three steps stand between you and a completed estate plan. Here is how each one works.
We meet in our office or by video call. You tell us about your family, your assets, and the people who depend on you. We answer your questions in plain English and explain what an Oregon plan covers.
We design your blueprint, draft every document for your situation, and walk you through every page at your signing. Your Will, Trust, Advance Healthcare Directive, and Powers of Attorney are all structured to keep your estate out of probate, reduce Oregon estate tax, 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 the next steps, and remain available to update the plan as your circumstances change.
From a first Will to a multi-generational trust, every part of estate planning handled by one firm.
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 state your medical wishes in writing, so your chosen agent can act on clear instructions.
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 focused session 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 consultation to design your plan.
A focused consultation to review your situation. We explain, in plain English, the Oregon options that fit your family, and you leave with a clear next step.
