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. …
As one year comes to an end and another begins, it’s worth taking stock of your estate plan and ponder whether Washington …
Why in the world would I write about such an esoteric issue as the “Disclaimer Trust?” Simply put, it is one of …
Above all else, two issues impact the complexity and time and cost of the administration of a person’s estate more than the …
One of the most commonly fielded questions by estate planning attorneys is “Do I need a Trust?” What kind of trust? There …
Organizational documents are imperative for entrepreneurs starting a business. This article digs a little deeper into a specific issue that comes up …
At this time of year when high school students apply to the colleges of their dreams and matriculates return to their studies, …
As the center of Washington’s agricultural empire, it is important to recognize the planning opportunities afforded the Washington farmer in the Tri-Cities. …
Few words evoke such strong negative imagery as the term “probate.” For most people, they are not sure exactly what probate entails, …
Business owners are particularly sensitive to cash flow and liquidity needs. This can be especially true of the business owner’s estate after …
Popular culture instills in us Washingtonians the concept of “common law marriage.” The concept goes something like this: if a man and …
You’ve likely heard finance experts say it. In fact, Suze Orman wrote about it in the July issue of the Costco Connection …
I get this question a lot: “Beau, what’s the single most important thing I can do in my estate plan to ensure …
As this issue is devoted, in part, to the issue of philanthropy, I thought it prudent to review some basic charitable gifting …
