Use Retirement Accounts to Give to Charity in Your Estate Plan
Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be governed by your will, while others will be…
Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be governed by your will, while others will be…
A power of attorney authorizes a person (an “agent”) to act on behalf of the “principal” when the principal is no longer able to make his or her own decisions…
Business owners beware: starting this year, individuals seeking to set up a legal entity (think LLC or corporation) as well as owners of existing legal entities, should be prepared to…
Small business owners sometimes have an enviable opportunity to save on tax. They rightfully look for every loophole to which they are entitled to save money on taxes by deducting…
Washington state has published its estate tax threshold for 2024. Spoiler alert: it hasn’t changed from 2023. When learning about the estate tax, people generally want to understand how to…
During a lunch with an Executive Director of a local charity that currently qualifies as a tax-exempt 501(c)(3), I heard him remark that he is a constant advocate for both…
As a senior citizen ages in her residence, she begins to understand a problem that has been brewing for years or decades. The house that she bought many moons ago…
Commonly called “Probate,” the laws that dictate the handling of a person's assets after their death usually depend on the state in which they reside. However, when it comes…
Are you confused about the Health Care Directive? Is it the same as a Power of Attorney for Health Care? And what about a Living Will, DNR, or POLST? These…
Securing a source of capital for a new or existing business can be a challenge. Consider a common scenario: Diana has a promising idea for a new business and possesses…