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...
Decoding Estate Planning for Millennials: A Guide for Financial Security and Legacy Creation As millennials, we’re often caught in the whirlwind of life’s milestone moments – getting married, welcoming a new baby, or even diving into the world of...
Clients Who Have Outgrown Their Estate Plan As estate planning attorneys, we work hard to set up estate plans that fit a client’s needs and ensure that everything works together for the client and their loved ones. Estate plans remain effective as long as they...
Decoding the IDGT Debate: IRS Revenue Ruling 2023-2 and Its Impact on Estate Planning The world of estate planning is a complex labyrinth, one that requires a keen understanding of the ever-changing tax laws and regulations. One such recent development that has been...
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 A Legacy Preserved: A Multigenerational Success Story with the Legacy Planning Model Discover How Our Comprehensive, Customized Approach Helped the Anderson Family Safeguard Their Wealth...
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Retirement Planning Update Although we are still in the midst of winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required...
