Jensen Estate Law
September 2026 Newsletter
Hi clients and friends,
Happy Fall from all of us at Jensen Estate Law!
As the season begins to change and fall approaches, we’re sharing a few helpful updates and resources to keep you informed and prepared. This month’s newsletter takes a closer look at Washington’s evolving tax landscape, including our recent webinar and podcast, along with an update on FinCEN.
We’re also introducing a new way to explore estate planning basics, sharing a past webinar on healthcare decisions, and inviting you to try our newly updated Washington Estate Tax Calculator.
We hope these resources offer helpful insights and practical ways to stay informed as we head into fall!
Tuesday, September 22, 2026 | 3:00–4:00 PM PDT I REGISTER FOR THE WEBINAR
Tune In for our Upcoming Webinar!
From Paper to Plan: How to Fund Your Trust
Creating a trust is an important part of many estate plans, but signing the documents is only part of the process. A trust must be properly funded for the plan to work as intended.
Join us on September 22 for a practical introduction to trust funding, including what it means to fund a trust, how assets become part of a trust, and what to consider after signing your trust documents.
Who Gets What: A Podcast Hosted by
Derek W. Jensen, JD, LLM.
Washington’s Tax Trifecta with Derek Jensen
Want to go a little deeper into Washington’s changing tax landscape? Derek Jensen discusses Washington’s estate, capital gains, and other tax considerations and what these changes may mean for families and their estate plans.
On Our Radar
A Closer Look at FinCEN
FinCEN finalized its Beneficial Ownership Information (BOI) reporting rule, effective August 14, 2026. The final rule permanently exempts U.S.-created companies and U.S. persons from BOI reporting. Certain foreign entities registered to do business in the United States remain subject to reporting requirements.
If you own or have an interest in a business, this is a good reminder to keep your business, and estate plans up to date. Business interests can be an important part of an estate, and understanding how those interests fit into your overall tax and estate plan can help you and your family plan ahead.
New to Estate Planning? Start Here
Estate Planning 101: Common Questions Answered
If you’re just getting started with estate planning, it can be difficult to know where to begin. Our article on estate planning basics answers some of the most common questions about wills, trusts, probate, and choosing the people who will help carry out your wishes.
Interested in learning more or scheduling a consultation?
Reach out to our team at info@jensenestatelaw.com and (206) 547-1412
Keep Learning
When a Parent Needs Help: Healthcare Documents Every Family Should Understand
When an aging parent needs help making medical decisions, having the right documents in place can make an important difference. In this webinar, Derek W. Jensen, JD, LL.M., discusses the healthcare documents Washington families should understand before a medical crisis occurs.
Click the thumbnail to play our webinar recording on YouTube!
Try It Yourself: Washington Estate Tax Calculator
Curious how Washington’s estate tax could affect your family?
Created by Derek W. Jensen, JD, LL.M., our newly updated Washington Estate Tax Calculator lets you explore different scenarios and see how factors like asset growth, marital status, and estate-planning strategies can affect potential tax exposure.
Try the calculator now to get a better understanding of where your estate may stand and what questions you may want to discuss with an estate-planning professional.
Take the Next Step
We are here for you
Estate planning is personal, and the right plan depends on your individual circumstances and goals. If this month’s newsletter raised questions about your estate plan, we’re happy to help.
