Estate Planning

Planning for your unique family and financial goals

Planning for your unique family and financial goals

Estate Taxes


We help people with lifetime planning to save estate taxes. Each person in Washington may leave a bit more than $2 million to heirs other than spouse and charity, without estate tax. The Federal exemption currently is more than $11 million per person, much larger than the State’s. With properly structured Wills or Living Trust, a couple may make use of both of their exemptions. The eventual tax may also be lessened or eliminated with an intelligent program of lifetime giving.