Kari wrote a guest column in the Puget Sound Business Journal titled “Ways to navigate tax on net investment income.” Kari explains that with careful planning, individuals can find the opportunities available to reduce or eliminate the 3.8 percent tax on their net investment income.
Published on April 27, 2015 By Kari Brotherton For individuals who wish to manage their estate portfolio as they would manage their investment portfolio, having the peace-of-mind that comes with a finished, thorough estate and business succession plan is often far from reality. Why? Certainly many of us simply have yet to get around to it, or never move beyond a basic Will. Others start the estate planning process but do not see it to completion. Why not start now?
Published on April 25, 2015 Based upon the intent of your Will, all or a large portion of your estate assets may need to be available to fully fund a trust for your spouse (for estate tax savings) or provide for specific bequests. However, non-probate assets pass outside of your Will. Non-probate assets include assets held as joint tenants with rights of survivorship, payable on death accounts, life insurance, and retirement plans. If you are relying on any of these