The Washington Exodus Begins: Where Should Your Family Go?

In Estate Planning, Wealth Strategy

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April 7, 2026

The Washington Exodus Begins: Wealthy Families Weigh Their Options as Washington’s Tax Landscape Shifts

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 [...]

Contributions from: Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC

April 2, 2026

Washington State Tax Update: What Recent Tax Changes Mean for You

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 [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

March 23, 2026

How Estate Planning Strategies Evolve as Wealth Grows

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. [...]

Contributions from: Anne Marie Stonich, CFP®, CPA, Ryland Moore