Understanding the Three Money Models in Personal Planning
The first step in personal planning is to determine which of three money models best describe you and your goals.
Category: Articles
Understanding State Estate Taxes: A Comprehensive Guide
Explore the landscape of state-specific estate taxes in the United States. This guide provides a detailed overview of the twelve states that impose th…
Probate Procedures in the State of Washington: A Comprehensive Guide
In Washington, probate means transparency and control. While an inventory and appraisal are optional, they empower Personal Representatives to navigat…
Methods to Avoid Probate: Checklist
Probate is the legal validation of a will post-death. Seeking methods to sidestep probate can reduce costs, time, and maintain privacy. Understanding …
Academy Overview
The Current Line-up The Masterclass, the Companion Course, Tuition-based courses, and membership-based events for winter 2022 and spring 2023. More Benefits Family Leaders The best…
The Ultimate Guide to Asset Protection: How to Safeguard Your Wealth with an LLC
This comprehensive guide covers the two essential aspects of LLCs that you must understand to effectively protect your assets and achieve peace of min…
Navigating Taxation for Single-Member and Two-Member LLCs: Key Considerations
As a business owner, understanding the taxation of Limited Liability Companies (LLCs) is crucial. In this article, we will discuss the tax implications for single-member…
Washington State Durable Power of Attorney: Everything You Need to Know
A Washington State Durable Power of Attorney is a crucial legal document that allows an individual to appoint someone else to manage their affairs if …
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…