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…
Read More
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…
Read More
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…
Read More
12 Best Cities to Retire in Washington State
Key Takeaways: You will be happy to hear that Washington has no state income tax, which could potentially help you stretch your savings further in retirement. Each city has its own pros and cons: some…
Read More
Top Financial Advisor Podcasts
In recent years, the surge in podcast popularity has transformed the way we consume information and learn new skills, making it easier than ever to stay informed and educated while tending to a busy schedule….
Read More