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Jun 3, 20242 min read
Why Do I Need an Estate Plan If "I Don't Have an Estate"?
Before you can answer the question of "Why do I need an estate plan if I don't have an estate?", another question must be answered, "What...
167 views
Apr 25, 20242 min read
Pet Trusts: What Are They and Should I Consider One?
Are you worried about what would happen to your beloved pet(s) if you unexpectedly pass away? Are you worried about your chosen caretaker...
84 views
Apr 25, 20242 min read
My Child is Going Off to College. Why Do They Need a Power of Attorney for Financial, and for Healthcare, and a Directive to Physicians?
Picture this... Your child is graduating from high school and has already been accepted to their dream (or maybe safe) school. You are...
142 views
Mar 26, 20242 min read
Why Do I Have to Extend My Personal Income Tax Return? What You Should Know About IRS Schedule K-1
It is that time of year again. Taxes! You have received (hopefully) tax forms such as W-2s and 1099s, what do you do now? As you...
234 views
Mar 26, 20241 min read
Action Plan: Important Takeaways from the March 21, 2024, Seminar: "What are the Basics of Estate Planning?"
If you attended the March 21 Seminar, the following are some of the important takeaways from the presentation: 1.Schedule a block of time...
484 views
Mar 26, 20241 min read
May 23, 2024 Seminar: "How Do I Prepare to Die? What Tools Are Available to My Loved Ones After My Death?"
What would you do, or what can you do, if you were just told that you are very ill? Or told you only have few days to live? Do you...
470 views
Mar 26, 20243 min read
Where Should I, or Should I Not, Keep My Estate Planning Documents?
As spring approaches, you may find that you are in the mood to do some spring cleaning and organizing. You decide to tackle your stacks...
382 views
Feb 29, 20241 min read
Which Scams Do You Need to Again Watch Out For This Year? The IRS' "Dirty Dozen" of 2023.
We are now in tax season. Accountants are geared up and ready to go. As in past years, tax scammers are out in full force. Every year the...
180 views
Feb 29, 20242 min read
Are You Planning Your 2024 Vacation? Before You Go, Do You Have the Necessary Estate Planning Documents in Place?
Are you starting to plan your vacation for this year? Have you checked the travel requirements for your destination? Do you have the...
172 views
Feb 29, 20241 min read
March 21, 2024, Seminar: "What are the Basics of Estate Planning?"
What are the important tools of estate planning? What tips can you use or give to your friends for their own estate planning? What tricks...
42 views
Feb 29, 20241 min read
Action Plan: Important Takeaways from the January 18, 2024, Seminar: "What May the Year 2024 Bring That Could Affect Your Estate Plan?"
If you attended the January 18 Seminar, the following are some of the important takeaways from the presentation: Do you need to update? ...
25 views
Jan 24, 20241 min read
Action Plan:Â Important Takeaways from the January 18, 2024, Seminar: "What May the Year 2024 Bring That Could Affect Your Estate Plan?"
If you attended the January 18 Seminar, the following are some of the important takeaways from the presentation: Do you need to update? ...
480 views
Jan 24, 20241 min read
March 21, 2024, Seminar: "What are the Basics of Estate Planning?"
What are the important tools of estate planning? What tips can you use or give to your friends for their own estate planning? What tricks...
355 views
Jan 24, 20241 min read
Did You Make Gifts to Family Members or Friends in 2023? You May be Required to File a Tax Return.
Did you give your daughter $25,000 to help pay for college? Did you help your son purchase a home by making the $50,000 down payment? Did...
523 views
Jan 24, 20241 min read
What Is a "Committed Intimate Relationship" and Am I In One?
It is commonly known that there is no such thing as a common law marriage in Washington. You are either married or you are not. But...
516 views
Dec 20, 20231 min read
"What May the Year 2024 Bring That Could Affect Your Estate Plan" Seminar - Jan 18,2024
Do you find yourself wondering what this new year could bring? As we enter a new year, we often find ourselves wondering if this year...
239 views
Dec 20, 20231 min read
Important Takeaways from the November 16, 2023, Webinar
If you attended the November 16, 2023 webinar, the following are some of the important takeaways from the presentation: Review the Living...
234 views
Dec 20, 20231 min read
Federal and Washington Estate Tax Exemptions and the Annual Gift Exclusion Amounts For 2024
Federal Estate Tax Exemption. The federal estate tax exemption for 2024 is $13,610,000 for individuals (and with proper planning,...
433 views
Dec 20, 20232 min read
The New FinCEN Reporting Requirements for Legal Entities
Do you have a legal entity, such as an LLC, S-Corp, or LP? There is a major change in the law that will impact almost everyone operating...
242 views
May 26, 20222 min read
Who Will Be Your Child's Guardian If You Die? And How Do You Decide?
Do you have a minor child? Were you told that you needed to name a guardian for your minor child? For families with minor children, it...
65 views
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