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How to Prepare for the Biden Estate Tax Increases

How to Prepare for the Biden Estate Tax Increases

The Biden administrations has proposed big tax law changes, with some of the most sweeping changes being made to taxes on assets passed on at death, often called estate taxes. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.

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Should I Leave Washington State to Avoid the Estate Tax?

Should I Leave Washington State to Avoid the Estate Tax?

How much of our nest egg will be lost to estate taxes when we pass? Is there anything we can do? Would moving to another state help? Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. So, is moving to another state the only solution? Before you put up that for sale sign, here are a few other options to consider.

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6 Keys to Successful Investing

6 Keys to Successful Investing

What separates successful investment strategies from those that fail? It’s usually not expert stock picking or timing the market – it’s leveraging what you control to your advantage. There are some things we don’t control: the market, tax laws, and inflation rates. But there are many things we do control: saving, spending, and sticking to your investment strategies. These 6 steps can help build an investment strategy based on what you can control.

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Do I Need Life Insurance?

Do I Need Life Insurance?

Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here’s a simple breakdown of the types and applications of life insurance.

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3 Tips to Maximize Your HSA

3 Tips to Maximize Your HSA

Health Savings Accounts, or HSAs, can be a great way to pay for healthcare expenses and save taxes. And, with these 3 tips, you can significantly increase your HSA’s impact.

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