March 21, 2024, Seminar: "What are the Basics of Estate Planning?"
![](https://static.wixstatic.com/media/f14f2d_8d184bb27253461c8fdf88c97fcc899f~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_8d184bb27253461c8fdf88c97fcc899f~mv2.webp)
![March 21, 2024, Seminar: "What are the Basics of Estate Planning?"](https://static.wixstatic.com/media/f14f2d_8d184bb27253461c8fdf88c97fcc899f~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_8d184bb27253461c8fdf88c97fcc899f~mv2.webp)
![](https://static.wixstatic.com/media/11062b_27220c59123448f6bb568e53fedf862a~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_27220c59123448f6bb568e53fedf862a~mv2.webp)
![Did You Make Gifts to Family Members or Friends in 2023? You May be Required to File a Tax Return.](https://static.wixstatic.com/media/11062b_27220c59123448f6bb568e53fedf862a~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_27220c59123448f6bb568e53fedf862a~mv2.webp)
- Jan 24
- 1 min
Did You Make Gifts to Family Members or Friends in 2023? You May be Required to File a Tax Return.
![](https://static.wixstatic.com/media/11062b_efeab74f92934251ad5d1294584eeed8~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_efeab74f92934251ad5d1294584eeed8~mv2.webp)
![What Is a "Committed Intimate Relationship" and Am I In One?](https://static.wixstatic.com/media/11062b_efeab74f92934251ad5d1294584eeed8~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_efeab74f92934251ad5d1294584eeed8~mv2.webp)
- Jan 24
- 1 min
What Is a "Committed Intimate Relationship" and Am I In One?
![](https://static.wixstatic.com/media/f14f2d_74421154d1bc4770993c8f5eccd522a0~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_74421154d1bc4770993c8f5eccd522a0~mv2.webp)
!["What May the Year 2024 Bring That Could Affect Your Estate Plan" Seminar - Jan 18,2024](https://static.wixstatic.com/media/f14f2d_74421154d1bc4770993c8f5eccd522a0~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_74421154d1bc4770993c8f5eccd522a0~mv2.webp)
- Dec 20, 2023
- 1 min
"What May the Year 2024 Bring That Could Affect Your Estate Plan" Seminar - Jan 18,2024
![](https://static.wixstatic.com/media/f14f2d_8d184bb27253461c8fdf88c97fcc899f~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_8d184bb27253461c8fdf88c97fcc899f~mv2.webp)
![Important Takeaways from the November 16, 2023, Webinar](https://static.wixstatic.com/media/f14f2d_8d184bb27253461c8fdf88c97fcc899f~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_8d184bb27253461c8fdf88c97fcc899f~mv2.webp)
- Dec 20, 2023
- 1 min
Important Takeaways from the November 16, 2023, Webinar
![](https://static.wixstatic.com/media/ce8777_320d1bc1141f46bbaa49570a208f15c8~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/ce8777_320d1bc1141f46bbaa49570a208f15c8~mv2.webp)
![Federal and Washington Estate Tax Exemptions and the Annual Gift Exclusion Amounts For 2024](https://static.wixstatic.com/media/ce8777_320d1bc1141f46bbaa49570a208f15c8~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/ce8777_320d1bc1141f46bbaa49570a208f15c8~mv2.webp)
- Dec 20, 2023
- 1 min
Federal and Washington Estate Tax Exemptions and the Annual Gift Exclusion Amounts For 2024
![](https://static.wixstatic.com/media/ce8777_8e169165e0b04b48b3db3a42222aa7b2~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/ce8777_8e169165e0b04b48b3db3a42222aa7b2~mv2.webp)
![The New FinCEN Reporting Requirements for Legal Entities](https://static.wixstatic.com/media/ce8777_8e169165e0b04b48b3db3a42222aa7b2~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/ce8777_8e169165e0b04b48b3db3a42222aa7b2~mv2.webp)
- Dec 20, 2023
- 2 min
The New FinCEN Reporting Requirements for Legal Entities
![](https://static.wixstatic.com/media/f14f2d_b5bf3980524f437cbfb05c5c3c67ddf3~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_b5bf3980524f437cbfb05c5c3c67ddf3~mv2.webp)
![Who Will Be Your Child's Guardian If You Die? And How Do You Decide?](https://static.wixstatic.com/media/f14f2d_b5bf3980524f437cbfb05c5c3c67ddf3~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_b5bf3980524f437cbfb05c5c3c67ddf3~mv2.webp)
- May 26, 2022
- 2 min
Who Will Be Your Child's Guardian If You Die? And How Do You Decide?
![](https://static.wixstatic.com/media/f14f2d_f23b3a19e6f641569b093b0bbabe4029~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_f23b3a19e6f641569b093b0bbabe4029~mv2.webp)
![Who Gets the "Refund" From My Retirement Home Payment?](https://static.wixstatic.com/media/f14f2d_f23b3a19e6f641569b093b0bbabe4029~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_f23b3a19e6f641569b093b0bbabe4029~mv2.webp)
- Apr 1, 2022
- 1 min
Who Gets the "Refund" From My Retirement Home Payment?
![](https://static.wixstatic.com/media/f14f2d_14d44a1f88b04eae9e476f45e0174a0b~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_14d44a1f88b04eae9e476f45e0174a0b~mv2.webp)
![Plans to Travel This Year? Before You Go, Do You Have the Necessary Estate Planning Documents?](https://static.wixstatic.com/media/f14f2d_14d44a1f88b04eae9e476f45e0174a0b~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_14d44a1f88b04eae9e476f45e0174a0b~mv2.webp)
- Mar 1, 2022
- 2 min
Plans to Travel This Year? Before You Go, Do You Have the Necessary Estate Planning Documents?
![](https://static.wixstatic.com/media/f14f2d_1bb5f499d27e4629b8ca33ba4f536b96~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_1bb5f499d27e4629b8ca33ba4f536b96~mv2.webp)
![What Are the Important Documents Everyone Over Age Eighteen Should Have?](https://static.wixstatic.com/media/f14f2d_1bb5f499d27e4629b8ca33ba4f536b96~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_1bb5f499d27e4629b8ca33ba4f536b96~mv2.webp)
- Feb 1, 2022
- 2 min
What Are the Important Documents Everyone Over Age Eighteen Should Have?
![](https://static.wixstatic.com/media/f14f2d_119f4cd7a7c942278bd9930c5d3926d9~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_119f4cd7a7c942278bd9930c5d3926d9~mv2.webp)
![Did You Make Gifts to Family Members in 2021? Are You Required to File a Gift Tax Return?](https://static.wixstatic.com/media/f14f2d_119f4cd7a7c942278bd9930c5d3926d9~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_119f4cd7a7c942278bd9930c5d3926d9~mv2.webp)
- Jan 1, 2022
- 1 min
Did You Make Gifts to Family Members in 2021? Are You Required to File a Gift Tax Return?
![](https://static.wixstatic.com/media/f14f2d_695a1a85b4404eb59e76f38eeddaa69b~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_695a1a85b4404eb59e76f38eeddaa69b~mv2.webp)
![How Do You Encourage Your Loved Ones to Finally Do Their Estate Planning?](https://static.wixstatic.com/media/f14f2d_695a1a85b4404eb59e76f38eeddaa69b~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_695a1a85b4404eb59e76f38eeddaa69b~mv2.webp)
- Dec 1, 2021
- 3 min
How Do You Encourage Your Loved Ones to Finally Do Their Estate Planning?
![](https://static.wixstatic.com/media/f14f2d_b944cde9606444d4990d5f73bee63983~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_b944cde9606444d4990d5f73bee63983~mv2.webp)
![How Can I Protect My Beneficiaries From Themselves and Others?](https://static.wixstatic.com/media/f14f2d_b944cde9606444d4990d5f73bee63983~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_b944cde9606444d4990d5f73bee63983~mv2.webp)
- Nov 1, 2021
- 3 min
How Can I Protect My Beneficiaries From Themselves and Others?
![](https://static.wixstatic.com/media/f14f2d_89dd47428815490d8bead0e5de06beb0~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_89dd47428815490d8bead0e5de06beb0~mv2.webp)
![Paying Bills After Death: What To Do and What Not To Do.](https://static.wixstatic.com/media/f14f2d_89dd47428815490d8bead0e5de06beb0~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_89dd47428815490d8bead0e5de06beb0~mv2.webp)
- Oct 1, 2021
- 3 min
Paying Bills After Death: What To Do and What Not To Do.
![](https://static.wixstatic.com/media/f14f2d_8a37003b0a4a40f59d6c15cdb10c888a~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_8a37003b0a4a40f59d6c15cdb10c888a~mv2.webp)
![What Should You Know If You Are Thinking About Gifting This Year?](https://static.wixstatic.com/media/f14f2d_8a37003b0a4a40f59d6c15cdb10c888a~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_8a37003b0a4a40f59d6c15cdb10c888a~mv2.webp)
- Sep 1, 2021
- 2 min
What Should You Know If You Are Thinking About Gifting This Year?
![](https://static.wixstatic.com/media/f14f2d_f81fd1967cbd42ee8345174cf06e384b~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_f81fd1967cbd42ee8345174cf06e384b~mv2.webp)
![When the Time Comes, Do I Need to Serve If I am Named as an Agent in a Loved One's Estate Plan?](https://static.wixstatic.com/media/f14f2d_f81fd1967cbd42ee8345174cf06e384b~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_f81fd1967cbd42ee8345174cf06e384b~mv2.webp)
- Aug 3, 2021
- 3 min
When the Time Comes, Do I Need to Serve If I am Named as an Agent in a Loved One's Estate Plan?
![](https://static.wixstatic.com/media/f14f2d_42c6d6180abb4d30924382734bcad510~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_42c6d6180abb4d30924382734bcad510~mv2.webp)
![Why You May Still Need a Community Property Agreement If You Live in Washington State.](https://static.wixstatic.com/media/f14f2d_42c6d6180abb4d30924382734bcad510~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_42c6d6180abb4d30924382734bcad510~mv2.webp)
- Jul 8, 2021
- 2 min
Why You May Still Need a Community Property Agreement If You Live in Washington State.
![](https://static.wixstatic.com/media/f14f2d_25ba55b96d5a44febfa61a1f15273459~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_25ba55b96d5a44febfa61a1f15273459~mv2.webp)
![Is There A One-Size-Fits-All Estate Planning Tool?](https://static.wixstatic.com/media/f14f2d_25ba55b96d5a44febfa61a1f15273459~mv2.jpg/v1/fill/w_398,h_299,fp_0.50_0.50,q_90,enc_auto/f14f2d_25ba55b96d5a44febfa61a1f15273459~mv2.webp)
- Jun 3, 2021
- 3 min
Is There A One-Size-Fits-All Estate Planning Tool?
![](https://static.wixstatic.com/media/f14f2d_74421154d1bc4770993c8f5eccd522a0~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f14f2d_74421154d1bc4770993c8f5eccd522a0~mv2.webp)
![When Should I Meet With An Estate Planning Attorney?](https://static.wixstatic.com/media/f14f2d_74421154d1bc4770993c8f5eccd522a0~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/f14f2d_74421154d1bc4770993c8f5eccd522a0~mv2.webp)
- May 1, 2021
- 2 min
When Should I Meet With An Estate Planning Attorney?