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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? ...
Jan 24, 20241 min read
480 views


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...
Jan 24, 20241 min read
356 views


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...
Jan 24, 20241 min read
523 views


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...
Jan 24, 20241 min read
520 views


"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...
Dec 20, 20231 min read
239 views


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...
Dec 20, 20231 min read
236 views


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,...
Dec 20, 20231 min read
439 views


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...
Dec 20, 20232 min read
243 views


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...
May 26, 20222 min read
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Who Gets the "Refund" From My Retirement Home Payment?
As we live longer, it is becoming more important to plan for where we will live when we are no longer able to live on our own. This...
Apr 1, 20221 min read
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Plans to Travel This Year? Before You Go, Do You Have the Necessary Estate Planning Documents?
Are you eager to see the world again after being "stuck" at home for the better part of two years? Have you checked the travel...
Mar 1, 20222 min read
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What Are the Important Documents Everyone Over Age Eighteen Should Have?
Are you a parent or grandparent to someone over eighteen years old? Do you know who would make certain decisions on this young adult's...
Feb 1, 20222 min read
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Did You Make Gifts to Family Members in 2021? Are You Required to File a Gift Tax Return?
Did you buy your daughter a brand new car? Did you help your other daughter purchase a home by making the down payment on her behalf? Did...
Jan 1, 20221 min read
56 views


How Do You Encourage Your Loved Ones to Finally Do Their Estate Planning?
Do you have family and friends that you know do not have any estate planning in place? Do you know how to broach the topic of why...
Dec 1, 20213 min read
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How Can I Protect My Beneficiaries From Themselves and Others?
Are you worried your beneficiaries will squander their inheritance? Or are you more concerned about the possibility that your...
Nov 1, 20213 min read
77 views


Paying Bills After Death: What To Do and What Not To Do.
When a loved one passes away, someone will receive the assets (if any) that the loved one left behind. What is not as well known is who...
Oct 1, 20213 min read
198 views


What Should You Know If You Are Thinking About Gifting This Year?
We are fast approaching the holiday season. Yikes! Have you started making your gifting list? And checking it twice? If you have, then...
Sep 1, 20212 min read
84 views


When the Time Comes, Do I Need to Serve If I am Named as an Agent in a Loved One's Estate Plan?
Congratulations! Your loved one trusted you enough to name you as their Agent under a Power of Attorney or as their Personal...
Aug 3, 20213 min read
70 views


Why You May Still Need a Community Property Agreement If You Live in Washington State.
One of the most common questions an estate planning attorney is asked is: Why would we need a Community Property Agreement ("CPA") if...
Jul 8, 20212 min read
303 views


Is There A One-Size-Fits-All Estate Planning Tool?
The quick answer to the question, "Is there a one-size-fits-all estate planning tool?" is "No." Wills or Living Trusts, as estate...
Jun 3, 20213 min read
83 views
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