Sell your business for more by nailing valuation
A summary of the factors that go into the sale of a business, the terminology used, how valuations work, and seven ways to increase the value of a bus…
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Washington State’s Three Taxes on Wealth
A summary of Washington state's estate tax, capital gains tax, and its new wealth tax proposal, in the context of a record revenue surplus that contin…
Personal Property
Property that is not real estate, i.e., land, or real property, the legal interests that attach to land, e.g., covenants, mineral rights, or easements. Personal…
Spousal Lifetime Access Trusts
A spousal lifetime access trust has many advantages that make it a great estate planning tool. With this trust, IRA assets can be used to benefit the …
The Value of Three Important Trusts
The primary tool in the estate planner's toolbox is the trust. A legal construct, a trust holds personal assets for the benefit of family members lon…
Introduction to Estate Planning
The objective of estate planning is to efficiently transfer assets to predetermined heirs when the asset owner dies. This article will define the ter…
The Value Proposition and Mechanics of a Spousal Protection Trust
In old age, high unreimbursed medical care costs, especially those for long-term care, threatens the retirement wealth of many. You do not know if you…
How to Choose a Trustee for Your Estate
A trustee is a person or institution tasked with holding and managing property on behalf of a beneficiary. When setting up a trust, it's important to …
What is a Trust?
The trust is the primary tool used to build asset protection and estate transfer plans. A legal construct dating back centuries and well-established …