Ensuring Your Business Thrives When You’re No Longer There
Let's journey together for a moment through the winding roads of...
Ensuring Your Business Thrives When You’re No Longer There
Estate & Legacy Planning
Do I Need a Trust?
Do I Need a Trust?
I’ve heard that I should have a trust, but do I need one? When it...
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 BEST State to Retire In
The BEST State to Retire In
Once you’ve saved enough to retire, the question of where to retire is...
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...
Protecting Your Out-of-State Vacation Home (or Other Real Estate)
Protecting Your Out-of-State Vacation Home (or Other Real Estate)
If you live here in our home state of Washington, a winter getaway to...
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...
Family Foundations: What Are They & Do I Need One?
Family Foundations: What Are They & Do I Need One?
Should I set up a Family Foundation? Is this the right structure to...
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!