 At Price & Farrington, PLLC we believe in educating ourselves and the clients and advisors we strive to help. We foster long-term relationships with trusted advisors and work hard to support and strengthen their relationships with their clients.
Price & Farrington’s “Estate and Tax Planning FastFacts” are short, timely and informative articles we’ve written every month since 1999 to educate and motivate advisors, clients and prospective clients to take action to benefit themselves and their families.
Please contact us if you have questions about any topic we’ve covered.
June/July 2008: THERE'S NOTHING DEFECTIVE ABOUT A DEFECTIVE GRANTOR TRUST: Tax Burning
May 2008: INSTRUCTIONS TO OUR SUCCESSOR TRUSTEE, PART 2 + Things to Do at a Time of Loss
April 2008: ON THE DEATH OF A LOVED ONE: Instructions to Our Successor Trustees - Part 1
March 2008: FLASH! New Washington Domestic Partnership Act Just Signed Into Law
February 2008: DIFFICULT DISCUSSIONS AND THE THREE Ps: Is Your Estate Planning in Place?
January 2008: SUPPLEMENTAL (SPECIAL) NEEDS TRUSTS: Frequently Asked Questions
December 2007: YEAR-END
CHECKLIST: Does Your Estate Plan Address
These Issues?
October/November 2007: ESTATE AND TAX PLANNING FOR YOUR HOUSE: Being Smart About One of Your Biggest Assets
September 2007: WACKY WILL PROVISIONS -- Pooches, Poems, Parking Tickets, Phone Books + Frisbees
August 2007: INHERITED IRAs: The Best Ways To Trim the Tax on Distributions
June/July 2007: HOW TO RE-TITLE YOUR INHERITED IRA + IRA WITHDRAWALS: Ways to Slice the Pie
May 2007: WASHINGTON'S NEW DOMESTIC PARTNERSHIP LAW: Estate Planning Opportunities
April 2007: IRA MINIMUM DISTRIBUTION RULES: A Quick Review + Estate Tax Update
March 2007: HOW TO BE A TRUSTEE, PART 3: The Role of the Professional Fiduciary
February 2007: HOW TO BE A TRUSTEE, PART 2: A Primer for the First-Time Fiduciary
January 2007: HOW TO BE A TRUSTEE, PART 1: A Primer for the First-Time Fiduciary
December 2006: ESTATE PLANNING RUMINATIONS AND REMINDERS: A Year-End Miscellany
November 2006: ELECTION 2006 AND THE STATE OF ESTATE TAXES: A Perennial Political Football
October 2006: ASSET PROTECTION: Why Your Assets Might Not Be Safe From Future Creditors
September 2006: FLASH! NEW IRA PLANNING OPTIONS: The Pension Protection Act of 2006
August 2006: ESTATE PLANNING FOR THE PURRFECT PET:: A Tail of a Special Claws in Your Will
July 2006 - RETIREMENT PLANNING AND NET UNREALIZED APPRECIATION (NUA): 5 Big Mistakes
June 2006 - "TO MY FAMILY": THE ETHICAL WILL, PART II - Putting Your Values on Paper
May 2006 - THE ETHICAL WILL: Putting Your Values on Paper
April 2006 - THE IRA INHERITANCE TRUST: A New Strategy to Protect Your Family
March 2006 - REVOCABLE LIVING TRUSTS:
Frequently Asked Questions & Some Comments
February 2006 - BEST STRATEGIES FOR JOINT OWNERSHIP: Real Estate, Bank Accounts, Cars etc.
January 2006 -
NEW YEAR'S CONSIDERATIONS: Changes, Errors and
Procrastination
December 2005 - YEAR-END PLANNING: Charities, Gifts, Taxes and Trusts
November 2005 - WHEN DUTY CALLS: What Happens When You Agree to Handle Your Parents’ Estate?
October 2005 - JOINT OWNERSHIP AGREEMENTS BETWEEN UNMARRIED COUPLES: “Is That All There is?”
September 2005 - DISCLAIMERS: The Estate Planning Version of "Just Say No!"
August 2005 - Estate Planning Is Not An Elastic Sock: One Size Doesn't Fit Everyone
July 2005 - SUMMERTIME SMORGASBORD: Battle of the Beneficiaries + "Well-Spun Myth" + BookNotes
June 2005 - PLANNING ALERT: Washington State’s New Estate Tax: How It Works
May 2005 - LIVING WILLS AND HEALTH CARE POWERS: Reflections and Suggestions
April 2005 - PERMANENT ESTATE TAX REPEAL: The Continuing Saga...
-
March 2005 - THE "DIRTY DOZEN": The IRS' Annual List of Tax Scams
February 2005 - WASHINGTON SUPREME COURT INVALIDATES ESTATE TAX: The Whys and Wherefores
January 2005 - NEW YEAR'S RESOLUTION: I Will See An Estate Planning Attorney, Finally
December 2004 - YEAR-END CHARITABLE GIVING: A Brief Refresher
November 2004 - ESTATE PLANNING STORIES: Making Sure You Don’t Star in Your Own Horror Show
October 2004 - SAVING FOR COLLEGE 101: Where Estate and Financial Planning Meet
September 2004 - ESTATE AND TAX PLANNING STRATEGIES FOR CHARITABLE GIVING: Doing Well by Doing Good
July/August 2004 - SUMMERTIME SMORGASBORD - A Few Estate Planning Tips To Nibble On
June 2004 - FAMILY LIMITED PARTNERSHIPS - Recent Court Ruling is a Major Taxpayer Victory
May 2004 - THE OVERLOOKED TRILLION-DOLLAR PLUS INCOME TAX DEDUCTION - Planning for IRD
April 2004 - COMMON ESTATE PLANNING MYTHS AND MISCONCEPTIONS: A Vigorous Debunking
March 2004 - YOUR BASIC WILL- Even a simple last will is not so simple anymore.
February 2004 - PLANNING TO USE YOUR WILLPOWER- How to Avoid Will Contests
January 2004 - 412(i): A Little-Known Retirement Plan Offers Big Savings
December 2003 - MAJORING IN MINORS: Business Owners’ Kids Can Help and Provide Tax Breaks
November 2003 THE RIGHT AND WRONG WAY TO LEAVE YOUR IRA AND 401(k) TO YOUR HEIRS
Fall 2003 LIFE AND ESTATE PLANNING: THE TOP TEN MISTAKES
August 2003 COMMUNITY PROPERTY 101: A refresher for Advisors and Clients
July 2003 THE WOOLWORTH MISFORTUNE: How Not to Provide for Heirs
June 2003 ASSET PROTECTION AND MEDICAID PLANNING IN WASHINGTON: New Math 101
May 2003 TOP TAX SCAMS PART II: Abusive Trusts
April 2003 CHILDREN IN A ROWBOAT AND OTHER POTENTIAL ESTATE PLANNING MISTAKES – PART II
March 2003 TOP TAX SCAMS: The Dirty Dozen
February 2003 “TRUST-IN-A-BOX”: The Perils of Foolish Frugality
January 2003 CHILDREN IN A ROWBOAT AND OTHER POTENTIAL ESTATE PLANNING MISTAKES
December 2002 GOTCHA! Estate Taxes are Alive and Well in Washington State
October 2002 FOURTH QUARTER PLANNING IN THESE TERRIBLY TRICKY TIMES
September 2002 ASSET PROTECTION TRUSTS: Rarotonga or Your Own Backyard?
August 2002 PSSST. PASS IT ON…29 Questions To Ask If You Own a Family Business
July 2002 POWERFUL TAX, RETIREMENT AND ASSET PROTECTION PLANNING: Rediscovering Defined Benefit Plans
June 2002 TAX THE WEALTHY? Why Some Think America Needs the Estate Tax
May 2002 THE SEATTLE FOUNDATION: Clients Make Giving Easier
April 2002 AVOIDING THE FIVE BIGGEST PITFALLS OF CUSTODIAL ACCOUNTS: Traps for the Unwary
March 2002 TRUST FRAUDS, FANTASIES AND ABUSES: Trying to Trick Uncle Sam
February 2002 SMART TAX PLANNING IN COMMUNITY PROPERTY STATES: Proceed With Caution
January 2002 TITLING ASSETS IN JOINT TENANCY: The Best Advice is Usually “Beware”
December 2001 GIFTS FOR YOUR FAMILY FROM THE IRS: Opportunities in Real Estate, Cash, Investments
November 2001 THE 412(i) DEFINED BENEFIT PENSION PLAN: A Powerful Income Tax and Retirement Planning Tool
October 2001 ESTATE PLANNING IN A TIME OF UNCERTAINTY: Ratifying Your Commitment to Family, Friends and Causes
September 2001 TRUSTS MADE EASY: An Irreverent Q & A
August 2001 WHEN TO TURN TO A PROFESSIONAL FOR TAX AND FINANCIAL HELP: The Importance of Good Advice
July 2001 29 (AND MORE) NON-TAX REASONS TO DO YOUR ESTATE PLANNING: Avoiding Complacency After Estate Tax “Repeal”
June 2001 THE NEW TAX LAW IN A NUTSHELL: Economic Growth and Tax Relief Reconciliation Act of 2001
May 2001 UPREIT’S: A Powerful, Often Overlooked Tax and Estate Planning Tool
April 2001 THE 412(i) DEFINED BENEFIT PENSION PLAN: A Powerful Income Tax Planning Technique
March 2001 TEN TERRIBLE THINGS THAT COULD HAPPEN IF YOU DON’T HAVE A WILL OR LIVING TRUST
February 2001 NEW IRA REGULATIONS ARE A GIFT FROM THE IRS
January 2001 MAKE THE MOST OF ESTATE TAX BREAKS WHILE YOU CAN
December 2000 DONOR-ADVISED FUNDS: Simply Doing Well While Doing Good
November 2000 SURPRISE! USE THE CODE TO OFFSET TAXES ON INCOME PAID AFTER A PERSON’S DEATH
October 2000 RETIREMENT PLAN DISTRIBUTION PROBLEMS: A Fresh Start?
September 2000 THE PRICE IS RIGHT: Gifting Stock to Family or Charity
August 2000 GIFTS TO MINORS: Those Pesky UTMA Accounts
July 2000 DYNASTY TRUSTS: Let Family Wealth Grow Estate Tax-Free Forever
June 2000 IRA RULES CAN STUMP THE PROS: Complexity Brings Costly Errors
May 2000 FAMILY LIMITED PARTNERSHIPS: In a battle over FLP’s, taxpayers recently won a skirmish with the IRS, which hasn’t waived the white flag yet.
April 2000 THE PRIVATE ANNUITY: A Business and Family Estate Planning Tool
March 2000 GIFTING STOCK OPTIONS AS AN ESTATE PLANNING STRATEGY
February 2000 GIVE YOUR HOUSE TO YOUR KIDS! Save Taxes With a QPRT
January 2000 ESTATE PLANNING FROM THE HEART: A Y2K Resolution
December 1999 TOWARD ZERO ESTATE TAXES: The Eight Secrets
November 1999 THE TEN MOST COMMON ESTATE PLANNING MISTAKES
October 1999 THE TEN MOST COMMON LIFE INSURANCE MISTAKES (And How To Avoid Them)
September 1999 TAXPAYER REFUND AND RELIEF BILL OF 1999 Big Changes in Estate and Gift Taxes; Big Veto?
August 1999 GIFTING STRATEGIES: Giving the Family an Effective Estate Plan
July 1999 STOCK OPTIONS: Big Tax Opportunities and Big Tax Traps
June 1999 DO YOU KNOW WHO YOUR CLIENTS’ IRA BENEFICIARIES ARE? Mistakes in IRA Beneficiary Designations Can Be Costly!
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Price
& Farrington, PLLC - Attorneys and Counselors
at Law
12501 Bellevue-Redmond Road, Suite 215 ....Bellevue,
Washington 98005
Phone: 425.451.3583.. Fax: 425.452.0153 ..E-mail: contact@pricefarrington.com
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