Our offices are closed for Memorial Day, Monday, 5/26. Regular business hours will resume on Tuesday, 5/27. We wish everyone a safe holiday. #MemorialDay #RememberAndHonor #OfficeClosed

We’re honored to be named one of Portland Business Journal’s 2025 Best Places to Work! 🎉Thank you to our amazing team for making this such a great place to work! #BestPlacesToWork #PortlandBizJournal bizjournals.com/portland/news/…

An interesting read from WSJ: A little planning goes a long way. We plan for vacations, but do we plan for what happens to all those frequent flier miles when we're gone? ✈️ Read more here: wsj.com/lifestyle/trav… #WSJ #FrequentFlierMiles #PlanAhead

Losing a loved one is tough, and sorting their documents can feel overwhelming. Know what to keep and for how long. Written by Tara Hendison, JD, CTFA: allentrust.com/viewpoints/how… #EstatePlanning #EndOfLifePlanning

Meet Anabella Wilkinson, our 2025 summer intern! With an interest in law school, she's excited to be interning at the Allen Trust Company, where she's gaining professional experience that will support her in her future professional endeavors. #SummerInternship #Portland

Our offices will be closed Friday, July 4, in observance of the holiday. We wish everyone a happy and safe Independence Day! We will return to the office Monday, July 7th, for regular business hours. #Happy4thofJuly #HappyIndependenceDay2025 #Holiday

Congratulations to Stuart Allen for his successful time as Editor in Chief of the Oregon State Bar™ Estate Planning & Administration Section Newsletter! Stuart temporarily stepped into the role in 2023 to help restructure, before passing the torch. #EstatePlanning #Newsletter

From new tariffs and to domestic policy shifts, cooling jobs and persistent inflation, Q2 packed in plenty. Read Stuart Allen's latest break down of what has happened this past quarter and what could come next. allentrust.com/viewpoints/q2-… #Q2Commentary #Inflation #JobMarket

Stuart Allen attended the Markets Group Forum in Seattle, gaining valuable insights into the evolving investment landscape such as strategies for navigating markets in 2025, trends shaping fixed income & strategies for maximizing returns in equity markets. #PortfolioManagement

We are proud to be named on the Portland Business Journal List for the top 45 money managers serving clients in Oregon and SW Washington, ranked by assets under management! bizjournals.com/portland/subsc… #PortlandBusinessJournal #MoneyManagers #SWWashington #FinancialServices

We are thrilled to announce that we have been ranked in Chambers and Partners High Net Worth Guide 2025! For more information on the methodology, please refer to this page: chambers.com/about-us/metho… #ChambersandPartners #HighNetWorthGuide #ClientFeedback #ReferralSources

Keep your data safe! 🔐 📞 Verify email requests 🔗 Check URLs & sender domains 🛡️ Use spam filters Learn more about cyber security here: advisorservices.schwab.com/resource/tips-… #CyberSecurity #Phishing

Losing a spouse is emotionally challenging, and amidst the grief, there are important practical matters to address. Learn more about key actions that you can take to protect the interests of the deceased spouse here: allentrust.com/viewpoints/est… #EstatePlanning #FinancialWellness

The OBBBA introduces new twists to two key tax provisions. Edgar Paz, CPA, breaks down the SALT cap and senior deduction updates, so you can make smarter financial moves. allentrust.com/viewpoints/sal… #TaxUpdates #SALTCap #SeniorDeductions

The time has come to say goodbye to Anabella as her summer internship has come to an end. We wish her the very best as she continues her studies and pursues her career! #CareerDevelopment #SummerIntern #AllenTrustCompany #Networking #FutureLeaders

We’re honored to be named one of Portland Business Journal's 2025 Best Places to Work! Our team is at the heart of everything we do, and this award reflects the dedication, collaboration, and culture we’ve built together. bizj.us/1qnufz #BestPlacesToWork #ATC

Our offices are closed for Labor Day on Monday September 1st. Regular business hours will resume on Tuesday, 9/2. Have a great holiday! #LaborDay #OfficeClosure

On this day, 9/11/2025, we remember the lives lost and the heroism of our first responders. We will never forget and stand firmly against all forms of violence, hatred, and terror. #NeverForget #September11th

We understand the importance of staying ahead in today’s evolving tax landscape. In his latest viewpoints, Edgar Paz, CPA, explores essential tax planning strategies, focusing on key provisions from the latest tax legislation. allentrust.com/viewpoints/tax… #TaxPlanning #TaxLegislation

Members of our team attended the Association of Trust Organizations (ATO) 2025 annual meeting in Asheville, North Carolina! They had the great opportunity of hearing from the panelists and forming connections with other industry experts. #ATOAnnualMeeting