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


Glenn Munro, CPA


Mary J. Fipps, CPA

Estate & Trust Director

What our clients say about us

“Joseph Lewis and Eric Bell’s wealth of expertise has helped countless early-stage entrepreneurs learn about business bookkeeping and tax considerations.”

- Ross Kanaga
Financial Innovation Manager, NEDCO