Editors Note: This post has been updated to reflect recent legislative changes that happened July 1, 2025. When planning for the transfer of wealth, understanding your state’s tax laws is essential. Many people wonder whether…
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12 Best Cities to Retire in Washington State
Thinking about where to spend your golden years? The Evergreen State offers everything you could want for a fulfilling and worry-free retirement. As one of only nine states with no state income tax, choosing to retire…
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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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Understanding Powers of Attorney
Arguably the second most important role to assign when drafting your estate documents after naming your personal representative (executor) is granting power of attorney (POA). Naming another person as agent (or attorney-in-fact) grants that person…
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What You Need to Know About 2024 RMDs
Over the past few years, a handful of changes have been made to the IRS-mandated required minimum distribution (RMD) rules. For those uninformed, they run the risk of being out of compliance with the IRS….
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