Planned Giving

If estate planning is something you are thinking about for the first time, or if you need to update an older estate plan, we have resource material, and people, available to help you. To get you started, Oregon Tech has a “Will and Trust Planning Guide,” and an “Estate Inventory Form” that are free for the asking.

In addition, we have a staff representative who is well-versed in the technical aspects of business transition, retirement, and estate planning.

While Oregon Tech cannot serve as your legal counsel, our staff representative is trained to help in areas such as:

• how to sell your business while minimizing capital gain tax,
• protect the way in which your loved ones receive their inheritance,
• minimize taxation on retirement plans, and
• reduce or eliminate estates tax all while…

…significantly including philanthropy in the planning decisions you make. If you would like to learn more about these unique services, please call us at 541.885.1130 or email us.

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