Category Archives: Estate planning
Will.I.Need
With apologies, to WILL.I.AM, the singer for the Black Eyed Peas, this article is about an issue that we often identify when we speak to folks about their personal financial situation: they usually don’t have an up-to-date will. Everyone should … Continue reading
Ten things to know about estate planning after the new federal tax bill
This post is provided by attorney Alan Macpherson and his colleagues of the Trusts & Estates Group at Gordon Thomas Honeywell LLP. After almost a full year of complete uncertainty about the estate tax, Congress abruptly adopted a bill in … Continue reading
The Critical Role of Life Insurance in Financial Planning
As comprehensive wealth managers, we believe that protecting risks through insurance is a foundational element of a financial plan. Investments are important and draw most of our ongoing focus, but without insurance, savings and investments can be lost. As author … Continue reading
Alaska Trusts, LLCs offer better risk protection
Alan Macpherson is a Tacoma estate planning attorney with Gordon Thomas Honeywell. We have enjoyed working with him on estate and business planning issues for a few mutual clients. Macpherson recently shared with us a couple of opportunities to provide an … Continue reading
Six Rules for Including Rental Real Estate in Your Investment Portfolio
For many people, investment real estate makes up a large percentage of their net worth. Rental property has been a more consistent part of the financial picture for our clients than we ever assumed would be the case. From a … Continue reading →