Jensen Estate Law

February Newsletter

 

Presidential Debates: A Forecast for Estate Tax Policy Changes

Stay ahead of the curve in estate planning by understanding how presidential debates can signal changes in tax policy. This article provides a guide on what to watch for in the debates and how to interpret it from an estate planning perspective. 

The Unchanging Landscape of Estate Tax Indexing in Washington State

In the realm of estate planning, understanding the nuances of tax laws is paramount. One such nuance in Washington State is the estate tax indexing mechanism, a tool designed to adjust the estate tax exemption amount in line with inflation. However, a closer look reveals a discrepancy. Despite the intention for this figure to fluctuate with inflation, it has remained static, leading to questions about the efficacy of the indexing system. This article delves into the intricacies of Washington State’s estate tax indexing, its intended purpose, and the implications of its current stagnation. 

Navigating the Waters of Washington State Capital Gains Excise Tax in Estate Planning 

In the ever-evolving landscape of taxation, the Washington State Capital Gains Excise Tax has emerged as a significant consideration for estate planning. This article delves into the intricacies of this tax, its implications on estate planning, and strategies to navigate its potential impact. With a focus on wealth preservation and tax planning, we aim to equip you with the knowledge to make informed decisions for your estate’s future.