Do I Need a Trust?
I’ve heard that I should have a trust, but do I need one? When it...
Do I Need a Trust?
Estate & Legacy Planning
Which Assets Do You Pay Estate Tax On?
Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which...
How to Avoid Paying $2.6 Million in Estate Taxes
How to Avoid Paying $2.6 Million in Estate Taxes
Did you know that a soon-to-be-expired law could help your family...
4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough
4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
When should I update my will?
When should I update my will?
When should you update your will or estate plan? If you’ve taken the...
Should I Leave Washington State to Avoid the Estate Tax?
Should I Leave Washington State to Avoid the Estate Tax?
Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.
Do I Need to Worry About Estate Taxes?
Do I Need to Worry About Estate Taxes?
How much could my family lose to estate taxes when I pass? Fear of...
The “Legacy Formula” for a Compelling Legacy
The “Legacy Formula” for a Compelling Legacy
Imagine you’re on a walk with wealthy friends and they talk about the...
5 Ways to Reduce Estate Taxes: a Video Walkthrough
5 Ways to Reduce Estate Taxes: a Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Have you ever wondered, “Should we have a trust?”, then quickly...
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
What is an Ethical Will? (And How to Write One)
What is an Ethical Will? (And How to Write One)
An ethical will is a kind of “love letter” to your family, a personal message where you share your thoughts, values, memories, life lessons, advice, and hopes for the future. Where do you start?
4 Steps for a Successful Estate Planning Talk with Your Family
4 Steps for a Successful Estate Planning Talk with Your Family
“I don't want to ruin my family with my wealth by leaving them a mess or causing conflict.” Does this sound familiar? These four steps can help!
Is Your Estate Plan by Default or Design?
Is Your Estate Plan by Default or Design?
When it comes to leaving your hard-earned wealth to the next...