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Tax Planning

While estate planning is primarily concerned with the smooth transition of your assets to your heirs, tax planning plays a pivotal role in preserving the wealth you've worked so hard to accumulate. Without proper tax planning, your estate could be subject to significant taxation. The federal and Washington state estate tax, federal gift tax, and federal generation-skipping transfer tax can erode your wealth. Our tax planning strategies can help you navigate these tax implications and protect your assets from unnecessary liabilities.


Estates and trusts are also subject to federal income taxes. So, tax planning isn't just about reducing the “death tax”; it's also about planning the most income tax-efficient ways to distribute your assets.


Taxes can lead to a liquidity problem for your estate. Tax planning can help you structure your assets to ensure that your estate has the necessary funds to cover tax obligations without forcing your beneficiaries to sell valuable assets.


Understanding the ever-evolving tax laws and regulations is a complex task. Our experienced professionals stay up-to-date with the latest changes, so that your estate plan complies with federal and state requirements while minimizing your tax liability.

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"Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes…. Therefore, if what was done here, was what was intended by [the statute], it is of no consequence that it was all an elaborate scheme to get rid of…taxes, as it certainly was."
Helvering v. Gregory

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