Estate Planning

Isler CPA can ensure that your estate is properly passed to your beneficiaries, whether they are children, friends or a favorite charity. We can help you understand the consequences of holding your assets within a living trust as opposed to letting them pass pursuant to a will (probate), within various business entities, or within a  charitable remainder trust and to make sure your estate taxes are minimized, estate administration is without problems, and cash is available to handle the taxes.


Our Estate Planning Services

Isler CPA can assist you with estate planning services including:

  • Estate, trust and gift tax return preparation
  • Estate tax projections and review
  • Establishing and review of revocable trusts and wills
  • Trustee and personal representative assistance
  • Planning with charitable remainder trusts
  • Succession planning
  • Retirement planning
  • Planning with life insurance
  • Testing to insure that you qualify for small business and farm valuation rules
  • Valuation guidance

Oregon Estate Planning

Some states including Oregon have dramatic tax consequences when estate planning is not managed properly. We can work with you to develop and implement strategies that maximize your estate for your beneficiaries.

Contact our estate team

Joseph Lewis, CPA, JD

Partner

Glenn Munro, CPA

Partner


What our clients say about us

“The Coquille Indian Tribe began working with Isler CPA in 1990 for audit services. Obviously, this relationship of over 20 years is evidence that the tribe has been extremely pleased with Isler CPA’s expertise and professionalism. Their staff knows the particular issues that affect Indian tribes and has a knack for explaining oftentimes complex financial concepts to non-financial folks.”

- Mark G.
CFO, Coquille Indian Tribe