Cost basis is not a glamorous topic, but it affects everyone. What is cost basis, and how do you calculate cost basis? This episode will teach you what cost basis is and how it affects you and your loved ones during your life, and upon death. Links and Resources...
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...
What is a fiduciary? How can you be sure you’re choosing the right one? Tune in to this podcast with estate planning attorney Tammi M. Caress and learn more about this important role in estate planning, and how you can ensure you’re making the best...
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![[Episode 8] Cost Basis: What It Is & How it Affects Your Taxes](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/07/cost-basis-podcast-1080x675.jpeg)
![[Episode 7] Oregon Estate Tax: What You Need to Know](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/06/oregon-estate-tax-062922-1080x675.jpeg)
![[Episode 6] What is a Fiduciary & How to Choose the Right One](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/06/061522-what-is-a-ficudiary-how-to-choose-one-1080x675.jpg)
