Estate Planning Strategies
Latest Episodes
Executors are not required to give you a copy of the Will.
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.
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.
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.
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?
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?
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?
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?
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?
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.
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