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Gifting in your Will

Gifting in your Will

You can structure your gift in different ways to meet your needs. For example, you can make a: Specific Bequest   a gift of a specific dollar amount, asset, or percentage of your estate to a specific person or organization. Residual Bequest a gift all or a percentage...
Small Business and Estate Taxes

Small Business and Estate Taxes

Currently, Washington State taxes the estate of residents who die with over $2,000,000 in assets. Many small businesses owners will have estate in excess of this amount and may face an estate tax liability which could threaten the success of the ‘family’ business. For...
Snowbirds

Snowbirds

Many times people from the northern states fly south for the winter. If you are one of those snowbirds, you should make sure there is no questions as to your state of residence. Take steps to identify your preferred state of residence by preparing estate planning that...