It is with great honor that we recognize the attorneys at our firm who have been selected as Super Lawyers or Rising Stars in Washington for 2022!
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 […]
On Wednesday, February 19, 2020, Attorneys Michael Longyear and Carla Calogero attended the Estate Planning Council of Seattle dinner at The Rainier Club in Seattle. At the dinner, Ashley Velategui of Bernstein’s Wealth Strategies Group gave an informative presentation on issues to consider on existing plans that include trusts funded by retirement accounts. Clients who […]
Losing your spouse is devastating. It is important to reach out for professional advice on estate planning and financial management during this challenging time. Check out this article from the New York Times regarding estate planning and management after the loss of a spouse. Feel free to reach out to any of our Estate Planning […]
Estate taxes, inheritance taxes, death taxes. There are many names for the estate taxes and many myths and misconceptions to go with those names. Regardless of what you call them, estate taxes are a tax imposed on the value of everything you own at the moment of your death. The portion of your estate lost […]
As the end of the year approaches, it is a good time to review your Personal and Estate Planning documents. Personal and Estate Planning documents are essential safeguards for you and your loved ones in case of incapacity or death. It is important to be prepared for unforeseen circumstances and events by having personal planning documents […]