Author Posts

Estate Planning At Any Age

Your estate plan must evolve as you age Regardless of the stage of life you are currently in, it is important to bear in mind that your estate plan is not a static document. Reviewing and revising your estate plan is critical — because what is important to you in your 20s or 30s likely […]

Ancillary Probates

With the pandemic legitimizing remote work solutions, more and more people are purchasing and owning real property in multiple states. During life, this situation typically does not cause any issue, however, upon death, this may lead to more administrative work for your executor/personal representative as most jurisdictions require an ancillary probate be initiated to transfer […]

A New State Capital Gains Tax

Earlier this year, Washington’s legislature passed Senate Bill 5096, which was signed by Governor Jay Inslee on May 4, 2021, and has since been codified under RCW 82.87. Starting on January 1, 2022, the new law imposes a 7% capital gains tax on annual federal long-term capital gains in excess of $250,000. The new tax […]

Including your Frequent Flyer Miles in your Estate Plan and your Divorce

The first thing that pops into most minds when starting estate planning or a divorce is “Who gets the house, car, bank account, 401(k), dog, etc.” But not all the valuable assets in an estate are so obvious. Case in point, frequent flyer miles. The Hidden Value For Your Beneficiaries The value of frequent flyer […]


On December 20, 2019, the “Setting Every Community Up for Retirement Enhancement” Act, otherwise known as the “SECURE Act” was signed into law. The SECURE Act brings changes to the tax treatment of Traditional IRAs and other types of qualified retirement accounts. These changes impact clients who are using retirement accounts to transfer wealth to […]