Charitable Planning and Gifts

When To Gift: Understanding the Subtleties of Strategic Timing in Estate Planning

When To Gift: Understanding the Subtleties of Strategic Timing in Estate PlanningEstate 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 planning discussions, for many Washington residents, the state estate tax is a more immediate concern. The Washington State Estate Tax...

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Estate Planning: The Symphony of Wealth Management

Estate Planning: The Symphony of Wealth ManagementEstate 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 assets and liabilities and a keen understanding of potential estate tax implications.  Strategic Gifting: The Perfect Crescendo  Strategic...

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Unique Gift Ideas that Benefit You Too

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 opportunity presented by year-end gift giving. In making lifetime gifts, you can experience the pleasure of providing immediate...

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Gifting in Washington State

Jensen Law Office, PLLC   1833 N 105th St., Suite 301 Seattle, WA 98133  Gifting in Washington State  As the holidays approach, you may find yourself thinking about the important people in your life and how you can best outfit your estate plan to help them. The accumulation of assets over one's lifetime can be put to a lot of good after death, if protected the proper way. One thing to...

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Planning on Giving Money this Holiday Season? 5 Things to Consider

Planning on Giving Money this Holiday Season? 5 Things to Consider   The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a point in your life were you have enough from a financial standpoint. If you are planning on giving money as a gift this holiday...

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Which Distribution Method Is Best? Showing Your Children the Love

If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible ways you can show your love once you are gone. What you may not know is that there are a variety of ways that you can leave money and property to your children, and you can choose the method you think best takes your goals, including their wellbeing, into...

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Special Estate Planning Considerations for Art and Other Collections

Many people have collections about which they are quite passionate: The collections may be very valuable, for example, art collections, coins, stamps, or designer handbags, or they may have more sentimental than monetary value, such as political bumper stickers, postcards, or rocks. Regardless of its dollar value, if you have a collection, it should be included in your estate plan. You should...

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Choosing a Gift to Give a Charity

If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the needs of the charitable organization, certain accounts or pieces of property may be better suited for donation to the charity. Cash Writing a check to your favorite charity is the fastest and easiest way to make a financial...

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What to do with the family heirlooms and keepsakes

When most people think of estate planning, they think of assets that include money, real estate, and personal property. But, included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. This type of property should not be overlooked in your estate plan just because it may not have a high dollar value because it still has sentimental value that cannot...

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