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March 2024 Newsletter
Jensen Estate Law
March Newsletter
Exploring the Tax Trails of Irrevocable and Grantor Trusts
Unravel the complexities of irrevocable trusts and their taxation system with this insightful article. We explore the unique facets of how irrevocable trusts are not taxed like regular trusts, diving deep into the world of grantor trusts and irrevocable grantor trusts. We shed light on the nuances that make these financial tools a significant part of any comprehensive estate plan.
Understanding Taxation on Retirement Accounts: A Journey Through the Secure Act
Dive into the complex world of taxation on retirement accounts, the evolution of the SECURE Act, and its current state. Understanding these intricacies not only helps shape your future financial decisions but could also lead to significant tax savings and wealth preservation. Learn through practical examples and insightful perspectives without drowning in legalese.
When To Gift: Understanding the Subtleties of Strategic Timing in Estate Planning
Understanding the when, why, and how of gifting in estate planning can make a monumental difference in your tax strategy and wealth preservation. Gifting, in essence, refers to transferring wealth to loved ones or charities during your lifetime. It may seem simple, but timing is crucial in the art of strategic gifting. This article delves into the optimal times of the year to consider gifting, as well as the effects of your trust creation date on your gifting decisions. Discover the power of thoughtful timing in estate planning as we explore the subtleties of gifting.
February 2023 Newsletter
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Jensen Law Office February Newsletter Foundation Planning: Building the Cornerstone of Your EstateEstate planning can cover a wide range of issues from outlining your wishes for asset distribution, healthcare decisions, and guardianship in the event of incapacity or death to addressing complex asset protection and...
January 2023 Newsletter
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Jensen Law Office January Newsletter The Essential Planning Everyone NeedsOver the past couple months, our team at Jensen Law Office, has started to explore some new ideas to make estate planning more accessible to everyone. We firmly believe that estate planning is essential for every person. Estate planning does...
December 2022 Newsletter
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Jensen Law Office December Newsletter Have you Made New Year's Resolutions?A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to lose weight, spend more time with friends and family, eat healthier, learn a new skill, or save money. Although we can...
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