8 July
When planning your estate in Washington state, a credit shelter trust is a common and effective tool. But there’s a lesser-known “bolt-on” strategy that can further reduce estate taxes.
When planning your estate in Washington state, a credit shelter trust is a common and effective tool. But there’s a lesser-known “bolt-on” strategy that can further reduce estate taxes.
When most people think about estate planning, they focus on creating a trust to protect their assets and ensure their wishes are followed after they’re gone. But as the recent.
Happy Sunday! Today is a great day because we have some NEW estate planning stuff to talk about! As you probably heard, Congress approved and President Trump signed into law.
Estate planning can be complex, especially when it comes to state-specific taxes like Washington’s estate tax. But here’s a lesser-known strategy that many people overlook—one that could significantly reduce your.
If you’re looking for an advanced yet straightforward way to reduce estate taxes, an Irrevocable Life Insurance Trust (ILIT) might be the solution. This strategy is especially popular among Washington.
If you’ve inherited an IRA in the past few years, the rules for how you take money out of it have changed — and the IRS has recently clarified some.
Happy Sunday! I’m reading this book called “Alchemy: the dark art and curious science of creating magic in brands, business, and life”, and one of the overriding concepts of the.
When it comes to estate tax planning, the idea of making “deathbed gifts” — gifts made shortly before you pass away — can sound extreme. But in Washington state, it.
Happy Sunday! I’m out of town winding up a vacation, and wanted to just give a little shout out to America as the 4th of July comes upon us. I.
Happy Sunday! I thought I’d talk about this as I seem to consistently get people checking in on us after talking to their CPA and or financial planner and being.