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...
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...
Anticipating an Inheritance? A Guide to Making Informed Decisions Receiving an inheritance can be a bittersweet experience, bringing a mix of emotions and numerous financial decisions. This guide aims to help you through this complex process, ensuring that you...
