Articles: <span>Mary Anne Petesch</span>

How to Plan for Washington State’s Death Tax After the 2017 Tax Reform Act

January 11, 2018

Planning for Washington State’s Death Tax (Updated January 28, 2020 by Carrie Jo Umba) The Tax Cuts and Jobs Act of 2017 provides a window of opportunity before 2026 to make use of your personal gift / estate exemption of $11,580,000 (2020-adjusted annually for inflation). This exemption can be used to reduce gift / generation … Continued

Last Minute Plan to Reduce Estate Taxes

November 17, 2017

Mary Anne Petesch

In April, my mom was diagnosed with Stage 4 cancer and told she might not be alive to celebrate the Christmas Holidays. My sister took over the medical advocacy role and I became the financial point person. It gave us a place to focus our attention in this time of grief. I want to share … Continued

Articles: Mary Anne Petesch

How to Plan for Washington State’s Death Tax After the 2017 Tax Reform Act

Last Minute Plan to Reduce Estate Taxes

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