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...
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...
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...
Estate Planning: The Symphony of Wealth Management Estate 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...
Guarding Your Children’s Future: The Pros and Cons of Trusts and Direct Giving Planning for your children’s financial future is a significant responsibility. Two common strategies include leaving assets in a trust for your children or directly giving money...
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Unique Gift Ideas that Benefit You Too You may associate the month of December with giving holiday gifts, but it is also a great time for you to think about the valuable estate planning...
