Articles and Blogs
Notes from Derek
Proposed Changes to Washington State Estate Tax: What You Need to Know
Proposed Changes to Washington State Estate Tax: What You Need to Know Washington State is considering significant updates to its estate tax structure, with House Bill 2019 (HB 2019) and House Bill 1375 (HB 1375) currently under review. These proposed changes could...
Rethinking Inheritance – Alternative Distribution Strategies
Rethinking Inheritance – Alternative Distribution Strategies For many families, leaving an inheritance is not just about passing on wealth—it’s about ensuring financial security, promoting responsible management, and preserving family values. While it may seem...
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...
Article Library
How Trust Funding Eliminates Estate Administration Nightmares
How Trust Funding Eliminates Estate Administration Nightmares Proper trust funding dramatically simplifies estate administration by avoiding probate court, reducing delays, and minimizing family conflicts. A funded trust creates streamlined asset management and...
Smart and Simple: Everyday Capital Gains Tax Strategies
Smart and Simple: Everday Capital Gains Tax Strategies Not every capital gains tax strategy requires complex trusts or irrevocable planning. Some of the most effective techniques are surprisingly simple and can be implemented by anyone with appreciated investments....
Washington’s Capital Gains Tax: What Every High-Net-Worth Resident Needs to Know
Washington's Capital Gains Tax: What Every High-Net-Worth Resident Needs to Know If you're a Washington resident with significant investments, you've likely heard about the state's capital gains tax. What started as a controversial new levy in 2022 has now become a...
Anita’s Blog
How Trust Funding Eliminates Estate Administration Nightmares
How Trust Funding Eliminates Estate Administration Nightmares Proper trust funding dramatically simplifies estate administration by avoiding probate court, reducing delays, and minimizing family conflicts. A funded trust creates streamlined asset management and...
Maximizing Estate Tax Benefits with a Disclaimer Trust in Washington State
Maximizing Estate Tax Benefits with a Disclaimer Trust in Washington State Estate tax planning is essential for managing assets and ensuring beneficiaries receive the maximum inheritance. In Washington State, where the estate tax exemption is not portable, a...
Nominating Guardians for Minor Children
Nominating Guardians for Minor Children Planning for your child's future is one of the most important steps you can take as a parent. While no one likes to think about the possibility of being unable to care for their child, having a legally designated guardian...
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