Smart and Simple: Everday Capital Gains Tax Strategies Not every capital gains tax strategy requires complex trusts or irrevocable planning. Some of the most effective techniques are surprisingly simple and can be implemented by anyone with appreciated investments....
Protecting Your Legacy: How Non-Grantor Trusts Shield Washington Families from Capital Gains Tax Imagine being able to sell millions of dollars in appreciated stock and pay zero Washington state capital gains tax—legally and permanently. For many high-net-worth...
Washington’s Capital Gains Tax: What Every High-Net-Worth Resident Needs to Know If you’re a Washington resident with significant investments, you’ve likely heard about the state’s capital gains tax. What started as a controversial new levy in...
Turn Your Tax Problem into Your Legacy: Charitable Remainder Trusts and Capital Gains What if you could eliminate a million-dollar tax bill, create a substantial lifetime income stream, generate an immediate tax deduction, and leave a meaningful charitable legacy—all...
Proposed Changes to Washington State Estate Tax: What You Need to Know Washington State is considering significant updates to its estate tax structure, with House Bill 2019 (HB 2019) and House Bill 1375 (HB 1375) currently under review. These proposed changes could...
Introducing the Washington Gift Trust for Your First Advanced Planning Strategy For Washington residents, estate planning involves unique tax considerations. Unlike federal guidelines, Washington State sets a much lower threshold for estate taxes, which can apply to...
