by amanda | May 17, 2025 | Uncategorized
Washington state recently enacted some changes that may impact married couples and registered domestic partners. Under the new Spousal Personal Residence Exclusion, when a spouse/partner passes away on or after January 1, 2025, the decedent’s share of the family...
by amanda | May 8, 2025 | Uncategorized
Growing Pains: Common Challenges When Expanding Your Law Firm and How to Overcome Them Scaling an estate planning firm from a solo operation to a larger practice is an exciting journey, but it comes with its own set of growing pains. Key challenges include: A mindset...
by amanda | May 7, 2025 | Uncategorized
If you haven’t upgraded to a REAL ID yet, now is the time to do so. Beginning May 7, 2025, the Department of Homeland Security (DHS) will require a REAL ID-compliant driver’s license or identification card for travelers aged 18 and older to board domestic...
by amanda | May 5, 2025 | Uncategorized
A recent appellate case serves as a valuable lesson for both estate planners and beneficiaries about adhering to formal procedures when making changes to a trust. The court found that the mere exchange of emails was insufficient to execute this important task.Read...
by amanda | May 3, 2025 | Uncategorized
When a client’s family does not wish to inherit a collection or if its inclusion in the estate would create a significant tax burden, it is crucial to explore charitable giving options. Proper planning can help maximize the benefits of a donation while avoiding...
