Estate Tax, Medicaid, and Retirement Account Planning

Join Firm Partner Tony Hinson as he provides a primer on:

1. Basic estate planning documents, and how they work together
2. An overview of traditional, non-tax based planning.
3. A comprehensive overview of the federal and Washington estate tax and the planning
strategies to minimize or eliminate them.
4. An introduction to long term care planning and Medicaid qualification.
5. A focus on retirement accounts (IRAs, 401(k)s, etc) and why proper planning for these assets is a must under today’s complex estate and income tax rules that apply to them.

Upcoming Seminars: Tuesday, November 14th @ 11:30am and Tuesday, December 5th @ 11:30am