Key Takeaways: Most retirees miss out on major tax benefits because their charitable gifts don’t exceed the standard deduction. Using tools like donor-advised funds, appreciated asset donations, and QCDs can dramatically increase the tax value…
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Washington Estate Tax: Everything You Need to Know
Key Takeaways: Washington’s $3M estate tax exemption and nation-leading tax rates make proactive planning essential for many residents. Without strategies like credit shelter trusts, gifting, and business planning, families may face significant state and federal…
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Succession Planning For A Family Business: A Full Guide | Spokane, Washington
Key Takeaways: A solid succession plan protects both your family legacy and the long-term health of your business Without a clear transition strategy, you risk leadership gaps, legal complications, and family conflict Start early by…
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Washington State Inheritance Tax: A Comprehensive Guide (2025 Update)
Editors Note: This post has been updated to reflect recent legislative changes that happened July 1, 2025. Key Takeaways: Washington state doesn’t have an inheritance tax but it does have an estate tax for estates…
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Why It’s Important to Review and Update Your Beneficiaries
When was the last time you checked your beneficiary designations? If you’re like most people, it’s probably been some time. Estate planning is easy to put off and thinking about what will happen when you…
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