Estate Planning Strategies

Estate Planning Strategies


Latest Episodes

Executors are not required to give you a copy of the Will.
November 02, 2024

Executors are not required to give you a copy of the Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at t

Tax consequences of giving too much in 2024.
November 01, 2024

Tax consequences of giving too much in 2024. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our

Warning! Trust + s-corp can equal trouble.
October 31, 2024

Warning! Trust + s-corp can equal trouble. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our b

Income tax exemptions only work while you are alive.
October 30, 2024

Income tax exemptions only work while you are alive. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the lin

ILIT - trust first or life insurance first?
October 29, 2024

ILIT - trust first or life insurance first? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our

Can you redo an irrevocable trust?
October 28, 2024

Can you redo an irrevocable trust? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #es

Real estate and death of spouse - probate required?
October 26, 2024

Real estate and death of spouse - probate required? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link

Do you have to use inheritance as directed?
October 25, 2024

Do you have to use inheritance as directed? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our

Is the executor required to give you a copy of the Will?
October 24, 2024

Is the executor required to give you a copy of the Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the

Inherited real estate and mortgage rules.
October 23, 2024

Inherited real estate and mortgage rules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bi