Monthly
Newsletter
January 2024 Newsletter
Jensen Estate Law
January Newsletter
New Year, New Order: Putting Your ‘House’ in Perfect Shape
Start 2024 with your financial affairs in pristine order. Our latest article walks you through how to kickstart your year by organizing vital documents, re-evaluating beneficiaries and fiduciaries, and setting the stage for smooth Tax Day preparations. We delve into the importance of open communication in estate planning and offer actionable advice to ensure your ‘house’ stands as a well-organized stronghold of wealth preservation.
Trusts & Taxes: The Crossroads of Wealth Management
Delving into the world of trusts and income taxation, we take an educational journey exploring their interconnected relationship. The complexity of trusts’ income taxation is untangled, revealing the hidden facets that impact their operations and the wealth they protect. This article aims to help you understand the significance of tax planning and the role of income taxation within the context of a trust, all while keeping an eye on preserving your estate’s value.
How a Community Property Trust Could Save You Money in Taxes
Learn how a community property trust can be a valuable tool to save on taxes and preserve your family’s legacy. Discover the benefits of a full step-up in basis and how this trust can significantly reduce capital gains tax liabilities, allowing you to secure your assets and provide for your loved ones.
Unclaimed Property – What is it, Where to find it, and Its Impact on Estate Planning and Administration
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133Unclaimed Property - What is it, Where to find it, and Its Impact on Estate Planning and Administration August Newsletter For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of how careful we are with our finances, it is possible for...
Trust and Estate Administration: Whom Should You Bring to the Meetings?
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133Trust and Estate Administration: Whom Should You Bring to the Meetings? July Newsletter A loved one’s passing is felt by their entire surviving family. But when it comes to carrying out the decedent’s final wishes, not everyone has an equal say. In fact, in many cases, only one person—the executor, or personal...
A Revocable Living Trust as Your Tool for Safety
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133A Revocable Living Trust as Your Tool for Safety June Newsletter For over a quarter of a century, the National Safety Council has recognized June as National Safety Month. An objective of National Safety Month is to raise public awareness of the top safety and health risks in the United States. One of the lesser known...
Phone
(206) 547-1412
Click to Email
Seattle Office & Mailing Address:
1833 N 105th St, Suite 301
Seattle, WA 98133
Redmond Office:
Thinkspace Redmond
8201 164th Ave NE, 2nd Floor
Redmond, WA 98052