Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Estate planning is far more complicated and involved than most people realize. If you don’t have a full understanding of your legal and financial rights, it is going to end up costing you… or your family… much more in the long run.

If you think you are too young to worry about estate planning, or perhaps you are waiting until you have more “estate” to bother with, think again. By planning now what happens to your estate in the event of your death, you will be left with the peace of mind that comes with knowing that you have provided to the best of your ability for your children and your family.

We can help. Our estate planning experts will get to know you and help you plan for the future based on your particular needs and situation. We are happy to discuss, recommend, and offer useful research tools which will help you get your estate in order so that those that follow you won’t be unduly burdened with taxes, probate courts, government bureaucracy, end-of-life costs and other problems relating to inheritance.

Questions you might need help answering…

  • How does divorce or multiple marriages affect estate planning?
  • What happens when heirs are too young to inherit?
  • Are there children from multiple marriages or individuals who might challenge or interfere with estate planning?
  • How can an inheritance be protected from creditors of an heir?
  • How can you pass along your estate with the minimum of tax liability involved?
  • Who needs to be on your estate planning team?
  • Do you have all the proper paperwork in order, including wills, power of attorney, healthcare directives, and trusts?
  • How will your estate be taken care of in the event that you are incapacitated?
  • What are the processes for amending your estate plans as your situation changes?
  • How can you leave money to charities or other organizations?

This is one area where a do-it-yourself mentality might not be to your greatest benefit. Let us help guide you through the complexities and challenges of estate planning that are unique to each individual case.

Let Us Help:

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2021 Tax Credits Washington Taxpayers Can Bank On

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Factors Affecting Washington Taxpayers’ 2021 Tax Refund

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Retirement Contribution Tax Deductions for Washington Filers

So, I’m not one for constant gloom-and-doom talk, but I do believe in giving it to you straight. And here it is:Things at the IRS are a maelstrom of hot mess. Some very serious voices are sounding the alarm of impending disaster at the agency ... and no one really...
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Pros and Cons of Long-Term Care Insurance: Rupert Tax & Advisory Services LLC’s Guide

Before I get into discussing the pros and cons of long-term care insurance, let’s talk about the weather… yeap… the weather.Warm and sunny temps marked the holiday season for most of the US in 2021, ruining visions of a white Christmas. Now, at the beginning of 2022,...
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Ryan Rupert’s List of 2021 Tax Documents Needed for Filing

Ding ding ding! Open season on 2021 tax filing has officially begun, and we’re already rolling up our sleeves and getting to work on tax returns for some of our Washington clients.With all the backlog and changes at the IRS, getting ahead of the tax storm is going to...
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Ryan Rupert’s Tips on Getting Help with Medical Debt

Before I get into my tips for getting help with medical debt, let me start out by saying… we’re less than ONE WEEK away from the IRS beginning to receive electronically-filed returns.That means different things to different people in our Washington client family, but...
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