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

Mary J. Fipps, CPA

Estate & Trust Director


What our clients say about us

“Health and Human Services utilizes Isler CPA’s expertise through our contract for quarterly report and audit review. Their experienced staff is always available to provide technical assistance—from answering a quick clarifying question to providing ongoing consultation in working with our network of provider agencies. They are an important part of our contracts team!”

- Debbie H.
Lane County Government