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 …
One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous beneficiary designations tied to assets …
Sometimes it’s hard to see the forest through the trees. This is as true for sophisticated estate planning as it is for …
Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added …
Young families need wills. But, the legal profession has an admitted problem—the use of attorneys is expensive and can also be time …
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase …
Property rights are often considered a “bundle of sticks” where a person can own varying interests in land. The person can own …
Sometimes the concept of financial planning is considered distinct from the more laborious and esoteric task of estate planning. The financial plan …
Of course, there are many options available to pay for the education of a loved one. There are direct gifts, state-sponsored 529 …
Financially successful individuals often contemplate the highest and best use of their assets. In some cases, those same individuals have decided that …
We have all been there. We take a glamorous vacation to Florida or Hawaii or Arizona or Mexico, and we are presented …
Property owned by a spouse does not automatically transfer to the surviving spouse at death. Instead, something more is needed in the …
Should a person gift the farm before death to avoid the complexity of probate and the estate tax? Probably not. The family …
At death, there is a little-known tax benefit that the federal government provides. It is an adjustment to tax basis and it …
If a person proposes to sell real property (land, house, buildings, etc.), the best option is to receive a full cash offer. …
