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Smart Gifting Tips to Cut Estate Taxes

Wondering if 18 is too young for your child to inherit? Learn how minor’s trusts and tiered distributions can protect your child’s future and ensure responsible financial management.

Many first-time parents ask, “Who will care for my kids if I can’t?” In Washington, you can nominate a guardian and conservator through your Will and Power of Attorney. While a court must appoint them, your choice carries weight. Pick someone who shares your values, has the capacity to raise children, and lives nearby. Planning ahead protects your child’s future. Contact DLO Law Group at 425-440-3494 or office@dlolawgroup.com to get started.

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA), was signed into law.  How does this new law affect you and your estate plan?  Below are the highlights of the OBBBA.

Discover personalized estate planning services with Attorney Jim Davies. Serving families and individuals with wills, trusts, tax planning, probate, and estate administration.

Big changes to Washington State’s estate tax laws are set to take effect on July 1, 2025, potentially impacting your legacy planning. The new legislation increases the estate tax exemption to $3 million and introduces higher, more progressive tax rates for estates above that threshold. Additionally, the family business deduction is set to rise, offering more protection for small business owners. Now is the time to review your estate plan to ensure you’re prepared for these up

Discover personalized estate planning services with Attorney Sabrina Go. Serving families and individuals with wills, trusts, probate, and estate administration.

Starting May 7, 2025, a REAL ID will be required for domestic travel. Learn how this impacts your estate planning and what documents you’ll need to be ready.

A personal effects list is more than a checklist—it’s a final act of love. Learn how a simple document can prevent family conflict, preserve cherished memories, and ensure your final wishes are honored.

4 Must-Have Legal Documents Every College Student Needs Why Your College-Bound Child Needs Incapacity Documents Picture this: Your child...

On March 21, 2025, FinCEN issued a major rule change to the Corporate Transparency Act, eliminating most Beneficial Ownership Information (BOI) reporting requirements for U.S. companies. The update shifts the focus to foreign entities, dramatically reducing compliance obligations and sparking both praise and criticism across the legal and financial sectors.

The Financial Crimes Enforcement Network (FinCEN) has extended the deadline for companies to submit Beneficial Ownership Information...

House Bill 1867 eliminates the requirement to file an estate tax return for certain estates involving a "qualifying familial residence."...

Under the Corporate Transparency Act (CTA), companies subject to the beneficial ownership information (BOI) reporting requirement are not...

Welcome to Our Team! We are thrilled to announce that attorney Weston Whitener  has joined our Estate Planning team.   About Weston Whitener Weston joined Davies Law Office in 2024. He helps clients craft their first wills, revocable living trusts, and a myriad of other estate plan documents. He also counsels clients on amending existing plans and guiding their family members through the Washington probate process. He especially loves providing an education for clients; his f

New Reporting Requirements For Certain Business Entities ​ Creating a business entity is a common strategy in estate planning. However,...