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...
Maximizing Estate Tax Benefits with a Disclaimer Trust in Washington State Estate tax planning is essential for managing assets and ensuring beneficiaries receive the maximum inheritance. In Washington State, where the estate tax exemption is not portable, a...
Revocable Living Trusts Explained: Your Key to Simplifying Estate Management in Washington State Estate planning can seem complicated, but the right tools can greatly simplify the process for your family. One effective and flexible tool available in Washington State...
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...
Rethinking Inheritance – Alternative Distribution Strategies For many families, leaving an inheritance is not just about passing on wealth—it’s about ensuring financial security, promoting responsible management, and preserving family values. While it may seem...
