# Jensen Estate Law


## Posts

- [How Trust Funding Eliminates Estate Administration Nightmares](https://jensenestatelaw.com/not-categorized/how-trust-funding-eliminates-estate-administration-nightmares/)
- [Smart and Simple: Everyday Capital Gains Tax Strategies](https://jensenestatelaw.com/library/smart-and-simple-everyday-capital-gains-tax-strategies/)
- [Protecting Your Legacy: How Non-Grantor Trusts Shield Washington Families from Capital Gains Tax](https://jensenestatelaw.com/tax-planning/protecting-your-legacy-how-non-grantor-trusts-shield-washington-families-from-capital-gains-tax/)
- [Washington's Capital Gains Tax: What Every High-Net-Worth Resident Needs to Know](https://jensenestatelaw.com/library/washingtons-capital-gains-tax-what-every-high-net-worth-resident-needs-to-know/)
- [Turn Your Tax Problem into Your Legacy: Charitable Remainder Trusts and Capital Gains](https://jensenestatelaw.com/tax-planning/turn-your-tax-problem-into-your-legacy-charitable-remainder-trusts-and-capital-gains/)
- [July 2025 Newsletter](https://jensenestatelaw.com/newsletter/july-2025-newsletter/)
- [Real Estate and Your Living Trust: Washington Property Owners' Guide](https://jensenestatelaw.com/library/real-estate-and-your-living-trust-washington-property-owners-guide/)
- [Personal Property and Your Living Trust: From Coffee Mugs to Classic Cars](https://jensenestatelaw.com/library/personal-property-and-your-living-trust-from-coffee-mugs-to-classic-cars/)
- [Maximizing Estate Tax Benefits with a Disclaimer Trust in Washington State](https://jensenestatelaw.com/anita/maximizing-estate-tax-benefits-with-a-disclaimer-trust-in-washington-state/)
- [Washington-Specific Insights for Maximizing Your Estate Plan](https://jensenestatelaw.com/not-categorized/washington-specific-insights-for-maximizing-your-estate-plan/)
- [Real-Life Stories: How Washington Families Benefited from Trust and Pour-Over Will Planning](https://jensenestatelaw.com/not-categorized/real-life-stories-how-washington-families-benefited-from-trust-and-pour-over-will-planning/)
- [Common Mistakes and Misconceptions in Trust and Will Planning in Washington](https://jensenestatelaw.com/not-categorized/common-mistakes-and-misconceptions-in-trust-and-will-planning-in-washington/)
- [April 2025 Newsletter](https://jensenestatelaw.com/not-categorized/april-2025-newsletter/)
- [How Revocable Trusts and Pour-Over Wills Work Together: A Practical Estate Planning Approach in Washington State](https://jensenestatelaw.com/library/how-revocable-trusts-and-pour-over-wills-work-together-a-practical-estate-planning-approach-in-washington-state/)
- [Pour-Over Wills: Your Estate Plan’s Essential Safety Net in Washington State](https://jensenestatelaw.com/library/pour-over-wills-your-estate-plans-essential-safety-net-in-washington-state/)
- [Revocable Living Trusts Explained: Your Key to Simplifying Estate Management in Washington State](https://jensenestatelaw.com/library/revocable-living-trusts-explained-your-key-to-simplifying-estate-management-in-washington-state/)
- [March 2025 Newsletter](https://jensenestatelaw.com/not-categorized/march-2025-newsletter/)
- [Nominating Guardians for Minor Children](https://jensenestatelaw.com/anita/nominating-guardians-for-minor-children/)
- [It’s All in the Family: Understanding Common Legal Terms That Describe Loved Ones](https://jensenestatelaw.com/library/its-all-in-the-family-understanding-common-legal-terms-that-describe-loved-ones/)
- [February 2025 Newsletter](https://jensenestatelaw.com/newsletter/february-2025-newsletter/)
- [Proposed Changes to Washington State Estate Tax: What You Need to Know](https://jensenestatelaw.com/notes-from-derek/proposed-changes-to-washington-state-estate-tax-what-you-need-to-know/)
- [Rethinking Inheritance – Alternative Distribution Strategies](https://jensenestatelaw.com/notes-from-derek/rethinking-inheritance-alternative-distribution-strategies/)
- [Don’t Name a Minor Child as Direct Beneficiary!](https://jensenestatelaw.com/anita/dont-name-a-minor-child-as-direct-beneficiary/)
- [January 2025 Newsletter](https://jensenestatelaw.com/newsletter/january-2025-newsletter/)
- [Introducing the Washington Gift Trust for Your First Advanced Planning Strategy](https://jensenestatelaw.com/notes-from-derek/introducing-the-washington-gift-trust-for-your-first-advanced-planning-strategy/)
- [August Newsletter](https://jensenestatelaw.com/newsletter/august-newsletter/)
- [Ethical Considerations After Death: Minimizing Disputes and Ensuring a Smooth Succession](https://jensenestatelaw.com/library/ethical-considerations-in-estate-planning-navigating-the-aftermath-of-death/)
- [A Beacon in the Dark: How Care Management Trusts Guide Your Healthcare Decisions](https://jensenestatelaw.com/library/a-beacon-in-the-dark-how-care-management-trusts-guide-your-healthcare-decisions/)
- [When Incapacity Strikes: Protecting Your Interests](https://jensenestatelaw.com/library/when-incapacity-strikes-protecting-your-interests/)
- [July 2024 Newsletter](https://jensenestatelaw.com/newsletter/july-2024-newsletter/)
- [The Probate Journey: Insights for Washington Residents](https://jensenestatelaw.com/library/the-probate-journey-insights-for-washington-residents/)
- [Clearing the Fog: A Primer on Estate Administration in Washington](https://jensenestatelaw.com/library/clearing-the-fog-a-primer-on-estate-administration-in-washington/)
- [Probate Solutions in Washington: The Power of Living Trusts](https://jensenestatelaw.com/library/probate-solutions-in-washington-the-power-of-living-trusts/)
- [June Newsletter](https://jensenestatelaw.com/newsletter/june-newsletter/)
- [Anticipating an Inheritance? A Guide to Making Informed Decisions](https://jensenestatelaw.com/library/anticipating-an-inheritance-a-guide-to-making-informed-decisions/)
- [Addressing Common Communication Challenges in Estate Planning](https://jensenestatelaw.com/library/addressing-common-communication-challenges-in-estate-planning/)
- [Your Rights as a Beneficiary: Key Questions Answered](https://jensenestatelaw.com/library/your-rights-as-a-beneficiary-key-questions-answered/)
- [Preserving Family Legacy Through Communication](https://jensenestatelaw.com/library/preserving-family-legacy-through-communication/)
- [CTA Imposes New Small Business Reporting Requirements for 2024](https://jensenestatelaw.com/library/cta-imposes-new-small-business-reporting-requirements-for-2024/)
- [The Importance of Communication in Estate Planning](https://jensenestatelaw.com/library/the-importance-of-communication-in-estate-planning/)
- [May Newsletter](https://jensenestatelaw.com/not-categorized/may-newsletter/)
- [Rethinking Disinheritance: Constructive Alternatives to Strengthen Family Bonds](https://jensenestatelaw.com/library/rethinking-disinheritance-constructive-alternatives-to-strengthen-family-bonds/)
- [Fairness vs. Equality: Having the Right Balance](https://jensenestatelaw.com/library/fairness-vs-equality-having-the-right-balance/)
- [Building Harmony: Effective Estate Strategies for Complex Family Relations](https://jensenestatelaw.com/library/building-harmony-effective-estate-strategies-for-complex-family-relations/)
- [April Newsletter](https://jensenestatelaw.com/newsletter/april-newsletter/)
- [Navigating the Complexity of Distributions in Estate Planning](https://jensenestatelaw.com/library/navigating-the-complexities-of-estate-distribution-planning/)
- [Beneficiary Selection: Balancing Emotion and Strategy in Estate Planning](https://jensenestatelaw.com/library/beneficiary-selection-balancing-emotion-and-strategy-in-estate-planning/)
- [Understanding Beneficiary Roles in Estate Planning](https://jensenestatelaw.com/library/understanding-beneficiary-roles-in-estate-planning/)
- [March 2024 Newsletter](https://jensenestatelaw.com/newsletter/march-2024-newsletter/)
- [When To Gift: Understanding the Subtleties of Strategic Timing in Estate Planning](https://jensenestatelaw.com/library/when-to-gift-understanding-the-subtleties-of-strategic-timing-in-estate-planning/)
- [Understanding Taxation on Retirement Accounts: A Journey Through the Secure Act](https://jensenestatelaw.com/library/understanding-taxation-on-retirement-accounts-a-journey-through-the-secure-act/)
- [Exploring the Tax Trails of Irrevocable and Grantor Trusts](https://jensenestatelaw.com/library/exploring-the-tax-trails-of-irrevocable-and-grantor-trusts/)
- [February 2024 Newsletter](https://jensenestatelaw.com/newsletter/february-2024-newsletter/)
- [The Unchanging Landscape of Estate Tax Indexing in Washington State](https://jensenestatelaw.com/tax-planning/the-unchanging-landscape-of-estate-tax-indexing-in-washington-state/)
- [Navigating the Waters of Washington State Capital Gains Excise Tax in Estate Planning](https://jensenestatelaw.com/library/navigating-the-waters-of-washington-state-capital-gains-excise-tax-in-estate-planning/)
- [Presidental Debates: A Forecast for Estate Tax Policy Changes](https://jensenestatelaw.com/library/presidental-debates-a-forecast-for-estate-tax-policy-changes/)
- [January 2024 Newsletter](https://jensenestatelaw.com/newsletter/january-2023-newsletter-2-2/)
- [How a Community Property Trust Could Save You Money in Taxes](https://jensenestatelaw.com/library/how-a-community-property-trust-could-save-you-money-in-taxes/)
- [Trusts & Taxes: The Crossroads of Wealth Management](https://jensenestatelaw.com/library/trusts-taxes-the-crossroads-of-wealth-management/)
- [New Year, New Order: Putting Your 'House' in Perfect Shape](https://jensenestatelaw.com/library/new-year-new-order-putting-your-house-in-perfect-shape/)
- [December 2023 Newsletter](https://jensenestatelaw.com/newsletter/december-2023-newsletter/)
- [Your Estate's Future: Probate or Trust Administration?](https://jensenestatelaw.com/library/your-estates-future-probate-or-trust-administration/)
- [Life Insurance: The Silent Guardian of Your Estate](https://jensenestatelaw.com/library/life-insurance-the-silent-guardian-of-your-estate/)
- [Smooth Transitions: Asset Transfers and Joint Tenancy at Death](https://jensenestatelaw.com/library/smooth-transitions-asset-transfers-and-joint-tenancy-at-death/)
- [November 2023 Newsletter](https://jensenestatelaw.com/newsletter/november-2023-newsletter/)
- [Tax Returns, Records, & More: A Fiduciary’s Role in Estate Planning](https://jensenestatelaw.com/library/tax-returns-records-more-a-fiduciarys-role-in-estate-planning/)
- [Stepping In: A Fiduciary's Approach to Managing Assets at Incapacity](https://jensenestatelaw.com/library/stepping-in-a-fiduciarys-approach-to-managing-assets-at-incapacity/)
- [Mapping the Terrain: Recognizing Incapacity and Enacting Powers of Attorney](https://jensenestatelaw.com/library/mapping-the-terrain-recognizing-incapacity-and-enacting-powers-of-attorney/)
- [October 2023 Newletter](https://jensenestatelaw.com/newsletter/october-2023-newletter/)
- [Estate Planning: The Symphony of Wealth Management](https://jensenestatelaw.com/library/estate-planning-the-symphony-of-wealth-management/)
- [Estate Planning Simplified: Managing Your Assets Wisely](https://jensenestatelaw.com/library/estate-planning-simplified-managing-your-assets-wisely/)
- [Securing Wealth in the Evergreen State: The Power of Funding a Trust](https://jensenestatelaw.com/library/securing-wealth-in-the-evergreen-state-the-power-of-funding-a-trust/)
- [September 2023 Newsletter](https://jensenestatelaw.com/newsletter/september-2023-newsletter/)
- [What Not to Include in Your Estate Planning Documents](https://jensenestatelaw.com/library/what-not-to-include-in-your-estate-planning-documents/)
- [Guarding Your Children's Future: The Pros and Cons of Trusts and Direct Giving](https://jensenestatelaw.com/library/guarding-your-childrens-future-the-pros-and-cons-of-trusts-and-direct-giving/)
- [The Beneficiary Designation Trust: The New Simple Will](https://jensenestatelaw.com/library/the-beneficiary-designation-trust-the-new-simple-will/)
- [Decoding Estate Planning for Millennials: A Guide for Financial Security and Legacy Creation](https://jensenestatelaw.com/library/decoding-estate-planning-for-millennials-a-guide-for-financial-security-and-legacy-creation/)
- [August 2023 Newsletter](https://jensenestatelaw.com/newsletter/august-2023-newsletter/)
- [The Blueprint to Your Estate: Selecting Fiduciaries](https://jensenestatelaw.com/notes-from-derek/the-blueprint-to-your-estate-selecting-fiduciaries/)
- [Unlocking the Future: A Guide to Effective Beneficiary Selection and Updates in Estate Planning](https://jensenestatelaw.com/notes-from-derek/4772/)
- [Clients Who Have Outgrown their Estate Plan](https://jensenestatelaw.com/notes-from-derek/clients-who-have-outgrown-their-estate-plan/)
- [Decoding the IDGT Debate: IRS Revenue Ruling 2023-2 and Its Impact on Estate Planning](https://jensenestatelaw.com/notes-from-derek/decoding-the-idgt-debate-irs-revenue-ruling-2023-2-and-its-impact-on-estate-planning/): Discover the implications of IRS Revenue Ruling 2023-2 on Intentionally Defective Grantor Trusts (IDGTs). The ruling clarifies that gifted assets to an IDGT are taxable to the grantor for income tax but do not receive a step-up in basis upon the grantor's death. Learn how this affects estate planning strategies and asset protection for beneficiaries.
- [July 2023 Newsletter](https://jensenestatelaw.com/newsletter/july-2023-newsletter/)
- [The Interplay of Directive to Physicians, Healthcare Power of Attorney, and POLST Forms in Washington State: A Story of Collaboration](https://jensenestatelaw.com/notes-from-derek/the-interplay-of-directive-to-physicians-healthcare-power-of-attorney-and-polst-forms-in-washington-state-a-story-of-collaboration/)
- [Peace of Mind for Parents: The Importance of College Student Estate Planning ](https://jensenestatelaw.com/notes-from-derek/peace-of-mind-for-parents-the-importance-of-college-student-estate-planning/): Amidst the preparations of sending your child to college, estate planning might not be top of mind. However, even young adults can benefit from basic estate planning, including documents like Durable Power of Attorney, Living Will, and HIPAA Authorization. Ensuring their wishes are respected and interests protected, this process fosters independence and prepares them for the responsibilities of adulthood.
- [Caring for Our Furry Friends: How Estate Planning Secures Their Future](https://jensenestatelaw.com/notes-from-derek/caring-for-our-furry-friends-how-estate-planning-secures-their-future/)
- [2023 June Newsletter](https://jensenestatelaw.com/newsletter/2023-june-newsletter/)
- [A Parent's Compass: Navigating Estate Planning for Your Young Adult](https://jensenestatelaw.com/notes-from-derek/a-parents-compass-navigating-estate-planning-for-your-young-adult/)
- [Estate Planning 102: Expanding Your Knowledge on Estate Preservation](https://jensenestatelaw.com/notes-from-derek/estate-planning-102-expanding-your-knowledge-on-estate-preservation/): Discover the essentials of estate planning in Washington state. This informative FAQ simplifies trusts, amendments, restatements, and more. Learn about common trusts, caring for children's future, and handling retirement accounts as beneficiaries. Get insights into trust duration and the distinctions between guardianship and conservatorship. Ensure your assets are safeguarded for the future.
- [The Leaky Will](https://jensenestatelaw.com/notes-from-derek/the-leaky-will/): Learn about the pitfalls of naming beneficiaries on employee benefits and accounts in estate planning. Discover the benefits of a joint revocable living trust, offering control, flexibility, and protection for your family's future. Avoid probate, simplify administration, and ensure your assets align with your overall estate plan, bringing peace of mind. A joint revocable living trust to ensure control, protection, and peace of mind for your family's future.
- [May 2023 Newsletter](https://jensenestatelaw.com/newsletter/may-2023-newsletter/)
- [Planning a Barbecue Is Like Planning Your Estate](https://jensenestatelaw.com/library/planning-a-barbecue-is-like-planning-your-estate/)
- [Securing Your Child's Future: The Conservatorship Avoidance Trust](https://jensenestatelaw.com/notes-from-derek/securing-your-childs-future-the-power-of-conservatorship-avoidance-trusts/)
- [The ABCs of Estate Planning and Administration: A Simple Dictionary](https://jensenestatelaw.com/library/the-abcs-of-estate-planning-and-administration-a-simple-dictionary/): Navigate the complexities of estate planning with this informative article. Explore crucial terms like attorney-in-fact, beneficiaries, and probate. Understand the significance of wills, trusts, and powers of attorney in safeguarding your assets and healthcare decisions. Plan for the future and protect your loved ones' interests. Expert advice waits for you to make informed choices.
- [April 2023 Newsletter](https://jensenestatelaw.com/newsletter/april-2023-newsletter/)
- [Estate Planning 101: Common Questions Answered](https://jensenestatelaw.com/library/estate-planning-101-common-questions-answered/): This article provides essential insights into estate planning, addressing common questions for Washington state residents. Understand the distinctions between wills and trusts, the roles of fiduciaries, and the benefits of avoiding probate. Learn how to create a pet trust and ensure your pet's well-being. Consult experienced estate planning attorneys for personalized guidance.
- [Balancing Act: What Matters Most to You?](https://jensenestatelaw.com/library/balancing-act-what-matters-most-to-you/)
- [Five Things to Know Before Including a Limited Liability Company in Your Estate Plan](https://jensenestatelaw.com/library/five-things-to-know-before-including-a-limited-liability-company-in-your-estate-plan/)
- [March 2023 Newsletter](https://jensenestatelaw.com/newsletter/march-2023-newsletter/)
- [Bank Failures and Your Savings: Elevate Your FDIC Coverage with a Revocable Living Trust](https://jensenestatelaw.com/notes-from-derek/bank-failures-and-your-savings-elevate-your-fdic-coverage-with-a-revocable-living-trust-headline/)

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