Estate Planning

Washington state has published its estate tax threshold for 2024. Spoiler alert: it hasn’t changed from 2023. When learning about the estate …

As a senior citizen ages in her residence, she begins to understand a problem that has been brewing for years or decades. …

  Commonly called “Probate,” the laws that dictate the handling of a person’s assets after their death usually depend on the state …

Are you confused about the Health Care Directive? Is it the same as a Power of Attorney for Health Care? And what …

In the world of asset protection, one well-known concept to mitigate risk is to transfer the obligation for payment of a valid …

Diversity comes in many forms and many related ways of accommodating different needs. When parents are planning for the needs of children …

In 2019, The SECURE Act changed the rules concerning the distributions from pre-tax Individual Retirement Accounts (IRAs) inherited through beneficiary designation (a …

Couples are often wary to bring up the dreaded P word when discussing their nuptials. After all, who wants to ostensibly discuss …

Periodically checking and updating beneficiary designations on retirement accounts and life insurance is prudent. The next time you navigate the online portal …

As Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Taxes come in …

Some readers have heard of personal asset protection strategies like trusts or limited liability companies. The draw to products like these is …

Parents that have built a successful business and have raised capable children might find the proposition of selling the family business to …

When people come together and vow to spend the rest of their lives together in wedded bliss, they sometimes bring to the …

Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to …

In most families, the parents dream of leaving a legacy to their children. Of course, the parents want to create a legacy …

Washington state estate tax got you thinking of moving away? Maybe other things have you thinking of relocating and the estate tax …

One of the challenges facing an individual that owns property outside of his or her state of residence is the fact that …

As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose …

A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time …

What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time …

In the world of property privacy planning, it would be nice if a single solution existed to protect a person and his …