Tax-Efficient Estate Planning: Minimize Taxes and Maximize Wealth Transfer
Discover how to protect your hard-earned assets and ensure your legacy with tax-efficient estate planning. Learn about strategic trusts and gifting st…
Category: Articles
Why Your Estate Plan is Probably Wrong (And How to Fix It)
Think your estate plan is solid? Think again. Discover the most common pitfalls in estate planning and learn how our unique profile-based approach can…
Overview of the COPES Program in Washington State
If you or someone you love needs help due to age or illness, one way to finance the expense is through Medicaid. However, Medicaid rules can be confus…
Life Insurance: The Unsung Hero of Estate Planning When Trust-Owned
Incorporating life insurance into your estate plan can provide a powerful safety net for your heirs, but it’s important to know where it belongs—a…
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…
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…