“I’d like to have a complex estate plan,” said nobody, ever. Indeed, overwhelmed by the subject, most people have a goal for …
Trusts come in all shapes and sizes and can be effectively used to solve for a variety of planning challenges. You want …
Often, folks want to protect hard earned assets from the costs of healthcare as they age. They fear expensive assisted living and …
Have you ever been given an opportunity to loan someone money at an attractive interest rate? Driven by the prospect of higher …
Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the …
A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay …
A power of attorney authorizes a person (an “agent”) to act on behalf of the “principal” when the principal is no longer …
Think beneficiary designations are just a formality? Think again. In this quick video, Beau Ruff explains how these simple selections can override your will, impact your estate plan, and affect how your assets are distributed. Learn the importance of keeping them up to date—especially for retirement accounts, trusts, and minor children—and how they can provide flexibility or create complications.
Washington state has published its estate tax threshold for 2024. Spoiler alert: it hasn’t changed from 2023. When learning about the estate …
