Posts
-
The Great Wealth Transfer: Strategies to Transfer ‘Superfluous’ Assets Without Taking an Estate Tax Hit
The Great Wealth Transfer: Strategies to Transfer ‘Superfluous’ Assets Without Taking an Estate Tax Hit
As wealth passes to the next generation, transferring "superfluous" assets, such as a second home, appreciated real estate, or concentrated stock, can...
-
Update on the Washington State ‘Millionaires’ Tax’ and Estate Tax Rollback
Update on the Washington State ‘Millionaires’ Tax’ and Estate Tax Rollback
As you may be aware, the state of Washington has signed into law a “millionaires’ tax” (S.B. 6346) that imposes a 9.9% tax on annual household i...
-
Six Common Misconceptions About Changing Domicile
Six Common Misconceptions About Changing Domicile
Millions of Americans have recently (or are planning to) move across state lines in the hopes of lowering their overall tax burden. However, changing...
-
WA State Raises Capital Gains & Estate Taxes for Top Brackets
WA State Raises Capital Gains & Estate Taxes for Top Brackets
On May 20, 2025, Washington State enacted significant tax law changes for individuals and businesses aimed at reducing the state budget deficit. For i...
-
When Unitrusts Make Sense
When Unitrusts Make Sense
You want any trust you set up to support the people and organizations you love. But what if your loved ones have different – and even conflicting...
-
South Dakota Still Tops the Charts as a Go-To Home for Trusts
South Dakota Still Tops the Charts as a Go-To Home for Trusts
Updated April 2026 South Dakota continues to rank as one of the most advantageous states to locate a trust. The advantages of a South Dakota trust is...
