Service
Estate Planning
Estate planning is not just about what happens when you are gone. It is about making sure the right people have access to the right assets at the right time, with as little lost to taxes and delays as possible. I coordinate directly with your estate attorney to make sure your financial plan and your estate documents are working together.
Schedule a Discovery CallWhat We Offer
Coordinated planning across your assets, your family, and your legacy.
Trust Strategies
Beneficiary Planning
Wealth Transfer Strategies
Charitable Giving
Business Succession
Estate Tax Minimization Strategy
This information is general education and not personalized investment, tax, or legal advice. Hypothetical examples are for illustrative purposes only and do not represent the experience of any specific client. Tax preparation and tax advice are provided by your CPA. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is not a guarantee of future results.
Client Success
Family Wealth Transfer Scenario
A retired couple seeking to coordinate gifts to children alongside charitable intent. Vehicles discussed may include charitable remainder trusts, donor-advised funds, and beneficiary designation review. Estate tax outcomes depend on current law and the client's situation.
Hypothetical engagement scenario, illustrative only and not representative of any specific client. Outcomes depend on individual circumstances and market conditions. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Frequently asked questions.
It depends on your situation. In Washington State, trusts can help avoid probate, protect assets, and provide for family members with special needs. We assess your specific situation and coordinate with estate attorneys.
At minimum every 3-5 years, or after major life events (marriage, divorce, birth, death, significant wealth change). We include estate plan reviews in our ongoing financial planning process.
Yes. We help structure charitable gifts for maximum tax benefit — donor-advised funds, charitable remainder trusts, and direct gifts of appreciated stock are common strategies we implement.
Ready to take the next step?
A complimentary discovery call is one way to start. No pressure, no obligation -- just a conversation about your goals.