Articles
from Our Office
Featured:
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
General Knowledge:
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Estate Planning:
Navigating the Waters of Washington State Capital Gains Excise Tax in Estate Planning
Navigating the Waters of Washington State Capital Gains Excise Tax in Estate PlanningIn the dynamic world of estate planning, Washington State’s Capital Gains Excise Tax has introduced a significant variable for residents with substantial assets. This tax, which imposes a 7% levy on certain...
Presidental Debates: A Forecast for Estate Tax Policy Changes
Presidental Debates: A Forecast for Estate Tax Policy ChangesAs the political landscape shifts with each presidential election, so too does the tax policy. For those involved in estate planning, keeping an eye on these changes is crucial. Presidential debates often serve as the first glimpse into...
How a Community Property Trust Could Save You Money in Taxes
How a Community Property Trust Could Save You Money in Taxes .When it comes to your family’s legacy, every dollar you can save from taxation counts. One way to keep your accounts and property out of the hands of the Internal Revenue Service (IRS) is to form a community property trust. How Does a...
Estate Administration:
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Recent Articles From Our Office:
Tax Returns, Records, & More: A Fiduciary’s Role in Estate Planning
Tax Returns, Records, & More: A Fiduciary’s Role in Estate PlanningEstate planning and administration can be complex, with each role carrying its unique responsibilities. Fiduciaries, individuals or entities trusted with managing someone's assets, hold a position of critical importance. This...
Stepping In: A Fiduciary’s Approach to Managing Assets at Incapacity
Stepping In: A Fiduciary's Approach to Managing Assets at Incapacity Managing Assets in Incapacity: A Practical Guide for Fiduciaries Incapacity can strike anyone, at any age, and the burden of managing a person's financial affairs often falls on the shoulders of a fiduciary. Whether you are a...
Mapping the Terrain: Recognizing Incapacity and Enacting Powers of Attorney
Mapping the Terrain: Recognizing Incapacity and Enacting Powers of Attorney Imagine being tasked with caring for your aging aunt, Mrs. Smith. Recently, she's been having difficulty remembering to pay her bills and take her medications. While everyone has an occasional lapse, you've started...
Estate Planning: The Symphony of Wealth Management
Estate Planning: The Symphony of Wealth ManagementEstate planning for the affluent is akin to conducting a complex symphony, requiring harmonious integration of various instruments - or in this case, assets. It begins with a comprehensive evaluation of all assets and liabilities and a keen...
Estate Planning Simplified: Managing Your Assets Wisely
Estate Planning Simplified: Managing Your Assets WiselyThe Will and Asset Dilemma: Where to Begin? Estate planning can seem like an intimidating maze. But fear not, it's merely a process of ensuring the smooth transition of your assets. A central question is, which assets do you incorporate into...
Securing Wealth in the Evergreen State: The Power of Funding a Trust
Securing Wealth in the Evergreen State: The Power of Funding a TrustA trust is a vital component of financial planning, offering effective solutions for wealth management, inheritance planning, and tax minimization. Despite the significant advantages, a trust remains an underutilized estate...
Phone
(206) 547-1412
Click to Email
Seattle Office & Mailing Address:
1833 N 105th St, Suite 301
Seattle, WA 98133
Redmond Office:
Thinkspace Redmond
8201 164th Ave NE, 2nd Floor
Redmond, WA 98052