What Happens When You Survive Your Child? The Problem of Remote Beneficiaries
Remote contingent beneficiaries are often the "last resort" in estate planning, stepping in only if all other beneficiaries cannot inherit. However, f…
Category: Articles
It Ain’t Law Until It’s Law: Reaction to Proposal to Amend Section 1014
I just received an email from a client who is concerned about he heard that Kamala Harris proposed an amendment to Section 1014 of the…
Is this the End of STUB? The Latest on the 1014 Amendment Proposal
The proposed changes to the step-up in basis tax provision could dramatically impact estate planning, family businesses, and farms. Aimed at increasin…
Community Property Law: Origins, Application, and Impact
The concept of community property in the United States offers a unique approach to marital asset ownership, with significant implications for estate p…
Introduction to the EPIC Framework: the Four Phases of Planning
A summary of the four phases of planning, how they iterate, and why the EPIC Framework is so important.
Estate Planning: More Than Just Avoiding Taxes
Estate planning isn't just about avoiding taxes. It's a comprehensive approach to transferring wealth, protecting assets, and ensuring your wishes are…
Estate Planning Simplified: Understanding Small Estate Affidavits
A small estate affidavit helps simplify the probate process by allowing for the transfer of personal property without formal probate. This legal docum…
Probate Jurisdiction in Washington Superior Courts
Probate jurisdiction in Washington Superior Courts governs the probate of wills and estate administration.
Washington State Probate: 20,000 Foot View
The probate process in Washington State requires careful navigation to ensure assets are distributed correctly. This guide outlines the steps to open …
A Spousal Lifetime Access Trust (SLAT) is an Asset Protection Strategy, Not Estate Transfer: Here Is What You Need To Know
Discover how SLAT can significantly reduce your estate taxes and transfer assets to a spouse tax-free. Learn the eligibility criteria, legal implicati…