Thinking about where to spend your golden years? The Evergreen State offers everything you could want for a fulfilling and worry-free retirement. As one of only nine states with no state income tax, choosing to retire…
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What’s In A Will?
Serving as a foundational part of most estate plans, a last will and testament (a.k.a. will) is a legal document that declares, among other things, a person’s wishes as to how their property is to…
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Understanding Powers of Attorney
Arguably the second most important role to assign when drafting your estate documents after naming your personal representative (executor) is granting power of attorney (POA). Naming another person as agent (or attorney-in-fact) grants that person…
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What You Need to Know About 2024 RMDs
Over the past few years, a handful of changes have been made to the IRS-mandated required minimum distribution (RMD) rules. For those uninformed, they run the risk of being out of compliance with the IRS….
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Five Things to Know About the SECURE Act and SECURE 2.0
Many people in this country are not prepared for retirement, causing large concern. People are living longer into retirement, yet savings are not keeping up, not to mention concerns about Social Security and what it…
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