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Taxes

14 January

Do You Have to Pay Excise Tax to Transfer Real Estate into a Trust?

Definitions, Estate Planning, Real Estate, Taxes, Trusts, January 14, 2021

I had a conversation with a potential client today that asked me about whether or not excise taxes had to be paid on a real estate transfer into a revocable.

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17 December

Don’t Quitclaim Deed Your Kids Your Real Estate

Estate Planning, Real Estate, Taxes, December 17, 2020

A common idea when people are thinking about estate planning is to quitclaim their home to their kids. The thinking is it will allow one to avoid probate and just.

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8 April

What is a Step-Up in Basis (and why is it important in estate planning)?

Estate Planning, Real Estate, Taxes, Wealth, April 8, 2020

What is a step-up in basis (and why is it important in estate planning)? Click here to schedule a FREE strategy session with an estate planning attorney.

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31 March

What is the Generation Skipping Tax?

Estate Planning, Legacy, Taxes, Trusts, Wealth, Wills, March 31, 2020

What is the generation skipping tax? Click here to schedule a FREE strategy session with an estate planning attorney.

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18 March

Who Needs Estate Planning?

Business Succession, Estate Planning, Legacy, Taxes, Wealth, March 18, 2020

Who needs estate planning? Click here to schedule a FREE strategy session with an estate planning attorney.

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20 February

Estate Planning from A to Z (everything you need to know to get started) | EPTV 063

Guardianship, Medical Power of Attorney, Power of Attorney, Taxes, Trusts, Wills, February 20, 2019

In this episode of Estate Planning TV I cover everything I would cover in a traditional estate planning potential client meeting, including: 1. Power of attorney 2. Medical power of.

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Bellevue estate planning attorney
5 April

Do Changes to the Washington Uniform Power of Attorney Act Mean I Need a New Power of Attorney?

Definitions, Guardianship, Legacy, Medical Power of Attorney, Power of Attorney, Real Estate, Taxes, Wealth, April 5, 2017

Imagine a scenario that happens to you every day. You are driving to work. You pull out of your driveway just like you do every day. You get on the.

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Bellevue Estate Planning Lawyer
2 March

2017 Estate Tax Rates | Are You Vulnerable To Paying Tax?

Legacy, Pain Free Probate, Taxes, Trusts, Wealth, Wills, March 2, 2017

I had a client recently hire the firm because his father had passed away. He had a will and that was it. He thought it would be a simple probate.

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27 February

When is the Right Time to Start Business Succession Planning? | #RichLifeLawyer Show 79

Business Succession, Disability Insurance, Legacy, Life Insurance, Power of Attorney, Taxes, Trusts, Wealth, February 27, 2017

In you own a business and are wondering when the right time to start business succession planning the answer is NOW! There are several components you should have in place.

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bellevue estate planning attorney
23 February

You Are Not Special | #RichLifeLawyer Show 78

Business Succession, Guardianship, Legacy, Medical Power of Attorney, Pain Free Probate, Power of Attorney, Taxes, Trusts, Wealth, Wills, February 23, 2017

Yes, we’re all snowflakes, special little creatures with our own special talents and eccentricities. But there is one thing we all have in common – we’re all going to die.

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