Estate Planning, Explained Clearly

This blog is the written companion to Passing the Baton, our twice-weekly podcast on estate planning for Oregon and Idaho residents. Each post delivers the same practical insight as the podcast—just in a format you can read, revisit, or share.

Whether you're navigating wills, trusts, taxes, or probate, you’ll find clear explanations, real-world applications, and Oregon-specific guidance in every entry. No fluff. No scare tactics. Just thoughtful legal content—written for real people who want to protect what matters.

Jared Hight Jared Hight

Pet Trusts in Oregon: Because Your Furbabies Deserve a Plan Too

If your pets are more than just background characters in your life, they deserve more than an afterthought in your estate plan. Oregon law allows enforceable pet trusts to ensure your animals are cared for—and funded—according to your wishes. Here’s how they work, who needs them, and why they matter.

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Jared Hight Jared Hight

Oregon’s Estate Tax in 2025: What Changed, What Didn’t, and What It Means for Your Plan

Oregon’s 2025 legislative session is over—and despite a flurry of bills, the state’s estate tax rules remain mostly unchanged. The $1 million exemption still applies to most families, but a new law—HB 3630—expands relief for farms, forests, and fisheries held in trusts or business entities. Here’s what changed, what didn’t, and what Oregon families need to do now.

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Jared Hight Jared Hight

What Is the HEMS Standard—and Why Does It Show Up in Every Trust?

The phrase “health, education, maintenance, and support” isn’t just legal jargon—it’s the backbone of many Oregon trusts. Known as the HEMS standard, this clause plays a critical role in preserving tax exemptions, protecting assets from creditors, and guiding trustees. Here’s why it shows up in almost every trust—and why it matters more than you think.

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Jared Hight Jared Hight

Oregon vs. Federal Estate Tax—Two Systems, One Estate

Oregon and the IRS both tax estates—but their rules are different, their thresholds are decades apart, and their systems don’t coordinate. Learn how both taxes work, when they apply, and how to plan across state and federal lines to avoid surprises.

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