News and Insights​

Washington’s community property laws, blended families, and lack of proper documentation can lead to unintended consequences.

From simplifying the transfer of assets to offering potential tax savings, tying the knot can strengthen your estate plan in ways you might

“Step-up in basis” may sound like confusing legal jargon, but it’s actually a simple concept that can lead to significant tax savings.

DIY estate planning misses the most crucial element: legal advice. Work with a trusted trust and estate attorney to avoid costly mistakes.

Using a trust in Washington can save estate taxes but may forgo a step-up in basis. Learn how QTIP trusts help.

In Washington, estate planning is vital for married couples due to state tax laws. Don’t ignore it.

Estate planning in Washington State features unique aspects like a low estate tax exemption and non-automatic portability.

What did mom really want? A recent WA state Court of Appeals case decides.

A quick cautionary tale on what could happen if you and your family don't get your estate planning done.

Making your trust the beneficiary of your life insurance policy might be a good idea. We'll tell you why.

Review your estate plan every 3-5 years to reflect life changes and legal updates, ensuring your loved ones and assets are protected.

Terri Schiavo is a clear example of why it's important to have a healthcare directive, regardless of your age.

Estate Planning is of the utmost importance for married people in the state of Washington.

Here's why it's key for parents in WA state to be on top of their estate planning.

Estate planning isn't only for the married with children, single people need to think about their future too.

Things to consider when estate planning for blended or non-traditional family structures.

Cryptocurrency's unregulated nature means challenges in transferring assets after death or disability. Plan for access to avoid its loss.

While the prospect of dealing with a divorce during incapacity is daunting, advanced planning can make the process easier for everyone.

Jeffrey Rolison worked hard throughout his life, saving diligently in his 401(k) plan with Procter & Gamble. Over nearly three decades,...

Setting up a revocable living trust (RLT) can be an excellent way to manage your assets, plan for disability, avoid probate, and ensure...