Two Key Differences Between Washington State and Federal Estate Tax
Estate taxes are among the most confusing topics, especially for those...
Two Key Differences Between Washington State and Federal Estate Tax
Inheritance
Creating $600,000 From an Old Life Insurance Policy
Creating $600,000 From an Old Life Insurance Policy
It’s clear that financial plans and investments should be reviewed...
How to Build True Family Wealth
How to Build True Family Wealth
In my 40 years working in the financial world, I’ve met many wealthy...
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...
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...
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529 college savings plans are one of the most popular ways to save for...
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...
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...
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!
The End of Life Documents Checklist: How to Get Your End of Life Documents in Order
The End of Life Documents Checklist: How to Get Your End of Life Documents in Order
If you handle the finances, your spouse, family, or business partners rely on you and would need direction on what to do if you passed away unexpectedly. So how can you prepare them and prevent confusion and chaos?
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.