Think You’ll Inherit Everything? Think Again
Most spouses assume they’ll automatically inherit everything when their partner dies. They won’t. Let that sink in.
Can My Business Partner Legally Do That?
Conflict between business partners is common, especially in long-standing ventures. While many partners try to anticipate and resolve potential issues early on, not all conflicts can be foreseen. Sometimes, a…
Tips for Selling Your Business Without Losing Your Shirt—or Your Sanity
Business owners contemplating selling anything more than a lemonade stand should anticipate a complex and time-consuming process to both maximize the sale price while mitigating potential risk. The process is…
Washington State Expands Capital Gains and Estate Taxes Under New Law Targeting the Top 1%
In a landmark move to reshape its tax code, Washington State Senate Bill 5813 was signed into law May 20, 2025. The new law introduces a tiered capital gains tax…
A Simple Will?
“I’d like to have a complex estate plan,” said nobody, ever. Indeed, overwhelmed by the subject, most people have a goal for their estate plan: they just want something simple,…
Can I Retire Now? Monte Carlo says…
Tyler Scott shares how we use our Monte Carlo scenario software to help people plan for retirement and future spending.
Long-Term Care Planning Starts with Financial Planning, Not Trusts
Often, folks want to protect hard earned assets from the costs of healthcare as they age. They fear expensive assisted living and nursing home care costs. Though the fears are…
Remember Lending Basics Before Being Lured by the Promise of Guaranteed Interest
Have you ever been given an opportunity to loan someone money at an attractive interest rate? Driven by the prospect of higher “guaranteed” returns, prospective lenders sometimes look to opportunities…
When to Consider a Lifetime Trust for Children
Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the person setting up the trust (herein the “parents”)…
Asset Protection Strategy Overview
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay claim to our assets at any moment. Whether…
