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Estate Planning 101: Navigating New Tax Laws and Protecting Your Legacy

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Justin Martin, Attorney and President, Myatt & Bell, P.C.

Pave Advisory Team, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for Estate Planning 101, an informative, attorney-led seminar exploring how the recently enacted One Big Beautiful Bill Act (“BBB”) reshapes the federal estate tax landscape, and what it could mean for your legacy. Whether your goal is to preserve family wealth, streamline estate administration, or gain more peace of mind, this seminar will help you understand the essentials of a well-crafted plan in light of these new laws.

We will also learn about:

• How state-level estate tax laws in Oregon and Washington continue to play a pivotal role in estate planning, especially as Washington recently updated its own estate tax laws in 2025. With both states maintaining some of the lowest exemption thresholds in the country, many families may face unexpected tax exposure.

• Practical differences between wills, trusts, and other essential estate planning tools, offering strategies to minimize taxes, protect assets, and ensure your loved ones are cared for.

To reserve a spot: email us at ariel.ahlers@ampf.com
RSVP Online

This is informational seminar. There is no cost or obligation.

Myatt & Bell, P.C. and its representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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