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Estate Planning Council of Southwest Washington

Author Archives: epcwa2013

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Economic and Market State of the Union (1/21/2025)

Presentation

This entry was posted in Meeting on January 23, 2025 by epcwa2013.

Diminished Capacity & Trusts (9/17/2024)

Presentation

This entry was posted in Meeting on November 20, 2024 by epcwa2013.

Investment Strategy and Wealth Management Topics (11/19/2024)

Presentation

This entry was posted in Meeting on November 20, 2024 by epcwa2013.

10 Income, Gift and Estate Planning Considerations (5/16/2024)

Presentation

This entry was posted in Meeting on May 22, 2024 by epcwa2013.

Navigating the Value of Intangible Assets (4/16/2024)

Presentation

This entry was posted in Meeting on April 11, 2024 by epcwa2013.

Establishing a Strategic Gifting Plan: Preparation for Pre-2026 (3/21/2024)

Presentation

This entry was posted in Meeting on April 11, 2024 by epcwa2013.

Recap of 2023 and Forecast of 2024 (2/15/2024)

Presentation

This entry was posted in Meeting on April 11, 2024 by epcwa2013.

SECURE 2.0 (11/21/2023)

Presentation

This entry was posted in Meeting on April 11, 2024 by epcwa2013.

Washington State Excise Tax Measured by Capital Gains (9/19/2023)

Presentation

This entry was posted in Meeting on September 20, 2023 by epcwa2013.

Washington Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act (5/16/2023)

Presentation

This entry was posted in Meeting on May 17, 2023 by epcwa2013.

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