The Value of Gifting
The concept of gifting is simply that you give something to someone or something for no value in return. That is, the donor gives something worth value to the donee…
Happy family in corn field. Family standing in corn field an looking at sun rise
Business Succession Strategy: The Family Farm LLC
As the center of Washington’s agricultural empire, it is important to recognize the planning opportunities afforded the Washington farmer in the Tri-Cities. This article explores the use of the family…
What to Keep, What to Shred
At least once each year you should sort through the clutter of your financial records. Here are some tips to help you decide which ones should stay and which ones…
Lending Money to Family and Friends – The Rules
Times can get financially rough. People go through difficult periods in life and might be strapped for cash and need an additional source of funds. Perhaps the cash is needed…
Estate Planning Strategy: The Irrevocable Life Insurance Trust for Business Owners
Business owners are particularly sensitive to cash flow and liquidity needs. This can be especially true of the business owner’s estate after death. The estate needs cash to continue business…
Distinguishing the Revocable Living Trust from the Will-Based Estate Plan
You’ve likely heard finance experts say it. In fact, Suze Orman wrote about it in the July issue of the Costco Connection (2015). It is this piece of estate planning…
Charitable Giving Options
As this issue is devoted, in part, to the issue of philanthropy, I thought it prudent to review some basic charitable gifting techniques and how those techniques can be employed…
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