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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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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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…
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What’s In A Will?
Serving as a foundational part of most estate plans, a last will and testament (a.k.a. will) is a legal document that declares, among other things, a person’s wishes as to how their property is to…
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