A quaint, small wooden house is peacefully sitting on the edge of a beautiful lake, which is surrounded by tall trees and lush greenery, creating a serene and picturesque natural landscape

Passing Down the “Island Cabin”: Structural Vehicles for Co-Owning Family Real Estate

For many Pacific Northwest families, a vacation home on Whidbey Island or a getaway spot in the San Juans represents a significant family legacy. Naturally, property owners frequently desire to preserve these assets for the next generation. However,… Read More
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Home tax deduction

The Washington State Estate Tax: What You Need to Know and How We Can Help

When most people think about estate taxes, they assume it is a financial challenge reserved only for the ultra-wealthy. However, here in Washington State, our local tax laws tell us a very different story. Due to a relatively low filing threshold com… Read More
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Angry dissatisfied couple arguing meeting lawyer or manager having legal fight complaints on bad client service, annoyed mad customers claiming change in contract terms demanding fraud compensation

What is a “No-Contest” Clause in a Will?

The physical and mental decline that often comes with old age can lead to misunderstandings, disagreements, and hurt feelings among family members. In extreme cases, a family member who is dissatisfied with what they received under a person’s last… Read More
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Adults with kids sitting in the living room and talking to the Insurance Agent.

How to Have Difficult Estate Planning Conversations with Your Family

No matter what your age or stage in life is, it is important to have an estate plan that is written down and properly executed. While many people are reluctant to discuss their estate plan with their family and loved ones, having that conversation is… Read More
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Proving Undue Influence

Proving Undue Influence in Washington

In general, a person has the right to distribute their property any way they wish. When a person executes a will, the will is presumed to be valid. But what happens when family members or would-be heirs or beneficiaries suspect that the will does not… Read More
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