Category: Wealth Strategy

What’s in this article: Tax loss harvesting with direct indexing Tax-aware long-short strategies Pledged asset lines (PALs) and home equity lines of credit (HELOCs) Step-up in basis Donor-advised funds (DAF) Section 1202 and QSBS Relocation and Residency Real Estate Advanced Deferral and Reinvestment The sale of a business, real estate property, or other highly appreciated [...]

What’s in this article: A State in Transition Washington State Tax History Who is Leaving—and Why Where They’re Going: State-by-State Profiles Striking the Balance Guided Assessment Tool   A State in Transition For decades, Washington State was a haven for high earners. With no personal income tax, no capital gains tax, and a modest estate [...]

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What’s in this article: The Millionaire’s Tax – Now Law Pass-Through Entity (PTE) Considerations and SALT Planning Washington Estate Tax Changes (Effective 2026) Washington Luxury Taxes (Effective 2026) State and Local Employer Taxes (Evolving Area) Key Takeaways Our Approach Washington has taken a significant step in reshaping its tax system. Governor Ferguson recently signed the [...]

For many families, estate planning begins with a will and basic documents. As wealth grows, however, planning may need to become more strategic. The focus shifts from simply transferring assets to encompass a broader and longer-term view: protecting wealth, minimizing taxes, and structuring assets so they can support multiple generations and establish a family legacy. [...]

What’s in this article Washington Tax Changes: The “Millionaires’ Tax” Capital Gains Changes Estate Tax Changes Real Estate Taxes New Luxury Taxes Oregon Tax Changes SB 1507 QSBS Tax Changes Conclusion: A Structural Shift and Planning Moment As the Washington and Oregon State Legislative Sessions come to a close, both states are looking at significant [...]

Families often assign a trusted family member or friend to serve as their trustee to take on the role of settling their estate and distributing trust assets. But there are times when families may want to seek professional support beyond friends and family—whether due to complexities of the trust, a need for a neutral third [...]

What’s in this article? What Does a Trustee Actually Do? During Incapacity: A Financial First Responder After Death: Administration, Distribution, or Ongoing Management The Characteristics of a Strong Trustee Naming an Individual vs. a Corporate Trustee A Decision That Should Evolve   As a Certified Financial Planner™, I often tell clients that naming a trustee [...]

Women’s financial power is greater today than it has ever been. With more women in leadership positions and staying in the workforce longer, the amount of wealth women control will only continue to grow. Often, women’s financial management needs differ than those of men. Women have many unique challenges: they live longer lifespans but often [...]