5 thoughts on Q1 2026. Can you believe 25% of 2026 is already in the books? Time flies when you’re having fun I guess. I love taking a few minutes.
As I’m sure you heard, the WA state legislature this week passed what is being called the “Millionaire’s Tax.” It is a tax of 9.9% on all income over a.
Today is kind of a public service announcement wrapped in a story. The firm is serving as the executor for an estate. Part of the estate was a safety deposit.
This week I wanted to take a break from the estate planning talk and focus on something we can always improve – mindset. The way you approach your life has.
Before we get into this week’s newsletter, we have 2 important announcements: 1. Liz had her baby! Baby and mom are healthy and looking forward to getting to know each.
People often think there’s an asset threshold that determines whether or not one should have a revocable living trust. I don’t think that’s true, though. What is “a lot” to.
Brooke and I snuck away from cold (but sunny!) Seattle this weekend to enjoy the sun and warmth of Cabo San Lucas, and while here (I’m technically still here) I.
I figured since most people have off for Dr. Martin Luther King Jr. day today (my team has it off at least) we’d talk about the estate planning saga surrounding.
It’s been some time since we talked about the step-up in basis, so I thought we’d revisit it. It’s a powerful tool that saves families millions of dollars in income.
Happy Sunday and officially Happy New Year! Since the Seahawks wrapped up the 1st seed in the playoffs and everyone is a fan again, I thought I’d talk about how.
