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...
Real Estate and Your Living Trust: Washington Property Owners’ Guide Real estate typically represents a family’s largest asset, making proper trust funding critical. In Washington, transferring real property into your revocable living trust is generally...
Personal Property and Your Living Trust: From Coffee Mugs to Classic Cars Most people create a revocable living trust with their house and bank accounts in mind, then freeze when it comes to tangible personal property. What about grandma’s jewelry? The art...
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...
Washington-Specific Insights for Maximizing Your Estate Plan Estate planning strategies differ significantly across states, so understanding Washington-specific laws and practices can greatly enhance your planning. Below are key insights tailored for Washington...
