ESTATE PLANNING, TRUST ADMINISTRATION & PROBATE TAX

Modern estate and trust planning, Washington estate tax strategy, probate tax administration.

Estate & Trust Planning

  • Wills & durable powers

  • Revocable living trusts

  • Asset titling & beneficiary coordination

  • Trust structuring (children, blended families, spendthrift)

Washington Estate Tax Planning

  • WA estate tax minimization

  • Federal estate & gift tax analysis

  • Lifetime gifting strategies

  • Filing estate tax returns

Probate & Trust Administration

  • Non-contested probate

  • Trust administration

  • Estate tax reporting

  • Coordination with accountants & beneficiaries

You provide tax-intelligent estate planning—the advantage of having both legal and CPA skills.