Resources

Tax & Strategy Guide 2021—eBook

Learn tax basics and strategies to reduce income and estate taxes, leaving more to grow your wealth and reach your goals.

5 Strategies to Reduce Your Estate Taxes in Washington State—eBook

You don’t need to leave Washington to avoid the estate tax. These five strategies can help reduce WA State estate tax without packing up and moving.

Washington State Estate Tax Risk Assessment - Calculator

Are you at risk of a large estate tax bill? Use this calculator to find out.

We make a living by what we get, but we make a life by what we give.
— Winston Churchill

People acting together as a group can accomplish things which no individual acting alone could ever hope to bring about.
—Franklin D. Roosevelt

Wealth is the ability to fully experience life.
—Henry David Thoreau

The greatest wealth is to live content.
—Plato

It is not how much we have, but how much we enjoy, that makes happiness.
—Charles Spurgeon