Charitable Planning and Gifts

Introducing the Washington Gift Trust for Your First Advanced Planning Strategy

  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 estates far smaller than the federal exemption level. This discrepancy means that many families may face unexpected state estate...

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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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Guarding Your Children’s Future: The Pros and Cons of Trusts and Direct Giving

Guarding Your Children's Future: The Pros and Cons of Trusts and Direct GivingPlanning for your children's financial future is a significant responsibility. Two common strategies include leaving assets in a trust for your children or directly giving money to their guardian. Each method has its pros and cons, and the best choice depends on your specific circumstances and goals. This article will...

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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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