Big updates are coming to Washington State’s estate tax laws, and they could have a significant impact on your financial legacy. In this video, Carl Lindgren, CFP®, Director of Financial Planning at Stabler Wealth Management, breaks down what these changes mean and how to plan accordingly.
Whether you're already working with an estate attorney or just beginning to think about your estate plan, this is essential viewing for anyone with assets in Washington.
🔑 What You’ll Learn:
✅ New Estate Tax Law Overview
Washington's estate tax exemption is increasing to $3 million—but rates are going up. Learn what this means for your estate plan and key deadlines to watch.
✅ Bypass Trusts and Portability
Since Washington doesn’t allow portability, we’ll show you how a bypass trust can help preserve both spouses’ exemptions and reduce your estate tax liability.
✅ Smart Planning Strategies
Explore current and future estate planning opportunities—from lifetime gifting and IRA strategies to charitable giving—that can help you minimize taxes and maximize what you pass on.
📅 Want personalized help? Schedule a consultation with our team of fiduciary advisors:
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By: Stabler Wealth Management
Title: Estate Planning in 2025: Navigating Washingtons New Tax Landscape
Sourced From: www.youtube.com/watch?v=Q-Gm10HC-F8
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