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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Comparing Tax Proposals from the 2024 Election: How Harris and Trump’s Platforms Might Impact You
As the 2024 election approaches, tax policy is once again at the forefront of debate, with the potential to affect millions of Americans. We are currently in an era of historically low tax brackets due…
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Estate Planning Documents
One of the most frequent conversations we as advisors have with clients is around the importance of getting estate documents in order. A common response is something along the lines of “Yes, I know I…
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What Is A Trust And How Can It Help Me?
The importance of an estate plan cannot be overstated. For many families, that means having a standard set of estate planning documents (will, powers of attorney, healthcare directive) on file. However, some folks also stand…
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