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Estate Planning for Your Pets

When preparing your estate plan there are a number of things to consider including how to provide for your pets who are an important part of your life and ensuring that they are taken care of after your passing.  There are a couple of options for estate planning for pets that range from including a

2024 Estate Planning Opportunities

The start of a new year is a great time to review your current estate plan or consider creating one.  2024 brings a number of opportunities for creating an estate plan, pursuing gifting strategies, and considering philanthropic goals.  Here are a few estate planning opportunities for your consideration this year: Increased Estate, Gift, and Generation-Skipping

Estate Planning – Do I Need a Revocable Living Trust?

One of the most common questions we hear from our clients is “do I need a revocable living trust?”  While in some states a revocable living trust is a vital component of any estate plan due to those state’s probate laws, Washington has very friendly probate laws and a revocable living trust is generally not

Back to School – Estate Planning for College Students

As college students prepare to move into campus housing and attend orientation, estate planning is likely the last thing on their mind.  However, when a person turns 18, health care decisions and managing financial matters no longer reside with the parent.  Having certain estate planning documents in place prior to the start of the school

When Do I Need an Estate Plan?

One of the most common questions we receive in our Estate Planning practice is “when do I need a personalized estate plan?”  While there are many factors to consider, you will want a personalized estate plan when there is a significant change in your life, or you do not like the default plan created for

Estate Planning 101: Making Bequests to Charity

Many clients opt to make charitable donations to further charitable intentions and to perhaps help reduce estate tax exposure in the process.  Charities often fulfill needs and perform work that the government does not otherwise provide, and supporting a charity can stretch one’s dollars further as charities can be more efficient with the contributions than

What to Know if You’re Getting Divorced and Your Spouse Holds Power of Attorney

Worried about a financial power grab in divorce?   A power of attorney can be like writing a blank check to your spouse.  Many married couples will sign powers of attorney as part of their estate planning documents, which provide broad authority to act on the other spouse’s behalf.  Estranged spouses have used powers of attorney

It is Now Easier and Less Expensive to File a Late Portability Election via Form 706

On July 8, 2022, the IRS issued Rev. Proc. 2022-32 that simplified the method for obtaining late relief for failure to timely make an estate tax portability election and extending the time for filing portability returns from two years after the death of the first-to-die spouse to five years.  A portability election allows the surviving