Jensen Estate Law March Newsletter Exploring the Tax Trails of Irrevocable and Grantor Trusts Unravel the complexities of irrevocable trusts and their taxation system with this insightful article. We explore the unique facets of how irrevocable trusts are not...
When To Gift: Understanding the Subtleties of Strategic Timing in Estate Planning Estate planning is a complex process, and it becomes even more intricate when considering the Washington State Estate Tax. While the federal estate tax is often the focus of estate...
Understanding Taxation on Retirement Accounts: A Journey Through the Secure Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019, brought significant changes to retirement savings and taxation. However, the landscape of retirement...
Exploring the Tax Trails of Irrevocable and Grantor Trusts The world of estate planning is a complex web of laws, strategies, and tools that strive to preserve wealth and achieve a seamless transition of assets. Among these tools, irrevocable trusts, grantor trusts,...
Jensen Estate Law February Newsletter Presidential Debates: A Forecast for Estate Tax Policy Changes Stay ahead of the curve in estate planning by understanding how presidential debates can signal changes in tax policy. This article provides a guide on what to...