Estate Planning & Wealth TransferPart of the 5 Pillars of Family Wealth™Estate planning makes sure everything you have built reaches the people you love — efficiently, privately, and the way you intend. We coordinate with qualified attorneys to put the right structures in place.
What’s included
- Wills, trusts, and beneficiary reviews
- Wealth transfer and generational planning
- Coordination with estate attorneys and CPAs
- Washington estate tax awareness
Designed for families and professionals like you
Frequently asked
Content on this site is for educational purposes only and is not tax, legal, or investment advice. Consult a qualified tax professional or attorney regarding your specific situation. Insurance products are subject to underwriting; guarantees are based on the claims-paying ability of the issuing insurer. Projections are illustrative only.
Yes — Washington has its own estate tax with an exclusion far lower than the federal one, so many Eastside homeowners are affected. Check the WA Department of Revenue tables and consult an attorney.
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A free, no-pressure conversation about where you are today and where your family wants to go.