As we approach the end of 2024, the impending reduction of the federal estate and gift tax exemption continues to be a key consideration for estate planning. The current exemption levels, set by the Tax Cuts & Jobs Act of 2017, remain at historically high levels of $13.61 million per individual and $27.22 million for... View Article
It may seem overly simplistic to say that a few succession planning steps can secure your business’ future, but really, they can — especially if you think about your business’ future as its success beyond your presence in the company. Needless to say, your departure from the company is inevitable – whether voluntary (as in... View Article
Our guest blog post this week is by Kanoa Ostrem, a Seattle-based estate planning attorney. Mr. Ostrem’s practice focuses on counseling and assisting individuals and families with their estate planning needs in a cost-effective and efficient manner. For more information, visit his website at www.ostremlaw.com. ———————— The end of the year presents just one critical... View Article