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....
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...
