The Washington Plan: Who Gets Your Stuff When You Die?

by Jordan Urness on June 6, 2018
I often speak to groups of individuals on the topic of estate planning. I typically ask, “how many of you have an estate plan.” Admittedly, it is a bit of a trick question because the reality is that everyone has an estate plan. State law provides the answers to the basic questions that are typically addressed by a lawyer drafting an estate...
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In re Estate of Rathbone: Supreme Court of Washington Says Courts Cannot Construe Nonintervention Wills

by Jordan C. Urness on April 19, 2018
The Supreme Court of Washington recently held in In re Estate of Rathbone[1] that a trial court lacks jurisdiction to construe an ambiguous provision in a nonintervention will....
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7 Tax Tips After President Trump Signs Tax Bill

by Jordan Urness on February 6, 2018
As you may have heard, on December 22, 2017, a new tax bill referred to as the Tax Cuts and Jobs Act (“TCJA”) was signed by the President. In addition to the TCJA, there are a number of other tax...
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Speaking at the Spokane Estate Planning Council

by Jordan C. Urness on September 12, 2017
I had the privilege of speaking to the Spokane Estate Planning Council this past Tuesday, September 12, 2017. The title of my presentation, which was a joint venture with Stephanie Taylor, was...
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Where Do Bitcoins Go When People Die?

by Jordan C. Urness on June 21, 2017
I was having lunch with a friend yesterday and we were discussing virtual currency. In between bites of my pastrami stacker on a pretzel bun, I asked him, “What if you walked out onto the...
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Bitcoin, Ether, and Virtual Currency Basics for Attorneys and Clients

by Jordan C. Urness on June 20, 2017
With the recent rise in the price of virtual currencies such as Bitcoin and Ether, the public is becoming increasingly aware of and interested in virtual currencies. This article will...
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Governor Inslee Signs Bill to Change Estate Tax Filing Requirements

by Jordan C. Urness on May 18, 2017
Washington has one of the highest estate tax rates in the United States. In addition, Washington has an exclusion amount of only $2,129,000 (applicable to decedent’s dying in 2017). Despite the...
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7 Questions to Ask Your Clients Concerning Their Business & Estate

by Jordan C. Urness on May 18, 2017
I was recently asked by a financial advisor, "What questions should I be asking my clients with respect to their estate planning and business succession planning?" In response to his inquiry, I...
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7 Reasons You Need an Estate Plan

by Jordan C. Urness on January 26, 2017
Many people, especially those in their 20s and 30s, often do not think about estate planning, or the potential for their unexpected passing. It is human nature to avoid such thoughts. There are...
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