Tax Planning

Strategic Counsel to Preserve and Maximize Your Wealth

Effective tax planning is a critical component of sophisticated wealth management and legacy preservation. Failing to plan can result in the significant erosion of assets through preventable taxes. At Visoria Stamm, we develop and implement advanced tax strategies designed to minimize your liabilities and maximize the wealth you pass on to future generations. Our approach is proactive, detail-oriented, and tailored to your specific financial circumstances.

We provide customized tax planning solutions for individuals, families, and businesses in Oregon, Washington, and Florida. Our multi-jurisdictional knowledge allows us to craft strategies that are effective across state lines and optimized for your entire financial picture.

Sample Tax Planning Services provided at Visoria Stamm:

  • Federal Estate & Gift Tax Planning: Structuring your estate to minimize or eliminate federal estate tax liability through the strategic use of exemptions, trusts, and gifting strategies.

  • Generation-Skipping Transfer (GST) Tax Planning: Utilizing sophisticated techniques to allow wealth to pass to grandchildren and future generations with minimal tax impact.

  • State-Specific Estate & Inheritance Tax: Navigating the unique estate and inheritance tax laws in states like Oregon and Washington to create tax-efficient transfer plans.

  • Income Tax Planning for Trusts & Estates: Advising fiduciaries on strategies to reduce the income tax burden on trusts and estates during the administration process.

  • Charitable Giving Strategies: Designing tax-advantaged charitable plans, including the use of charitable trusts and donor-advised funds, to help you support the causes you care about while maximizing tax benefits.

  • Oregon and Washington Natural Resource Tax Strategy: We offer specialized tax planning to help family farms, forestlands, and fishing businesses leverage state-specific incentives, including the Oregon Natural Resource Estate Tax Credit/Exemption (up to $15 million), ensuring compliance and securing your valuable property for future generations.

  • For Florida Residents: We guide Florida residents through leveraging and maximizing Florida’s Homestead Exemption, the Save Our Homes cap (limiting annual property tax increases), and the Portability benefit to reduce current and future property tax obligations and maximize lifetime wealth protection. 


Proper tax planning requires foresight and deep expertise. Contact us to build a strategic plan that protects your assets and enhances your financial legacy.