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Strategic Gifting: A Key Tool for Estate Tax Minimization
Smart Gifting Tips to Cut Estate Taxes
Davies Law Office
2 days ago22 min read


When Should Your Child Receive Their Inheritance?
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.
Davies Law Office
Aug 143 min read


Guardians: Who Will Take Care of My Kids If I Can’t? Washington Estate Planning for Parents
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.
Davies Law Office
Aug 84 min read


Estate Planning Considerations in Light of the OBBBA
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.
Davies Law Office
Jul 212 min read


Meet Estate Planning Attorney - Jim Davies
Discover personalized estate planning services with Attorney Jim Davies. Serving families and individuals with wills, trusts, tax planning, probate, and estate administration.
Davies Law Office
May 291 min read


Big Changes to Washington State Estate Tax: What You Need to Know in 2025
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
Davies Law Office
May 222 min read


Welcome to Sabrina Go
Discover personalized estate planning services with Attorney Sabrina Go. Serving families and individuals with wills, trusts, probate, and estate administration.
Davies Law Office
Apr 241 min read


Washington REAL ID Compliance
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.
Davies Law Office
Apr 222 min read


The Importance of Creating a Personal Effects List
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.
Davies Law Office
Apr 223 min read


Essential Estate Planning: 4 Must-Have Legal Documents Every College Student Needs
4 Must-Have Legal Documents Every College Student Needs Why Your College-Bound Child Needs Incapacity Documents Picture this: Your child...
Davies Law Office
Apr 152 min read


Only Foreign Entities to Report
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.
Davies Law Office
Apr 21 min read


FinCEN Extends Beneficial Ownership Information Reporting Deadline by 30 Days
The Financial Crimes Enforcement Network (FinCEN) has extended the deadline for companies to submit Beneficial Ownership Information...
Davies Law Office
Feb 271 min read


Exciting News from House Bill 1867
House Bill 1867 eliminates the requirement to file an estate tax return for certain estates involving a "qualifying familial residence."...
Davies Law Office
Feb 212 min read


Corporate Transparency Act Updates - January 2025
Under the Corporate Transparency Act (CTA), companies subject to the beneficial ownership information (BOI) reporting requirement are not...
Davies Law Office
Feb 72 min read


Welcome to Weston Whitener
Welcome to Our Team! We are thrilled to announce that attorney Weston Whitener has joined our Estate Planning team. About Weston...
Davies Law Office
Feb 71 min read


Corporate Transparency Act - January 2024
New Reporting Requirements For Certain Business Entities Creating a business entity is a common strategy in estate planning. However,...
Davies Law Office
Feb 73 min read
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