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The Architects
This blog is written primarily by Gary Brooks, CFP, Allyn Hughes, CFP, and Nancy Jones, CFP of Brooks, Hughes & Jones, Partners in Wealth Management in Tacoma.
Contributions are also provided by other local legal, tax and financial professionals. Our goal is to offer insight and education to help Puget Sound area residents answer pesky money questions and build financial security.
Reach us for comment or question at 253.534.8888 or info@BHJadvisors.com. Thank you for reading.
www.BHJadvisors.com
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Tag Archives: Washington
GET may soon be gone
Washington’s Guaranteed Education Tuition (GET) program has generated a bit of concern recently due to speculation that budget uncertainty might force the program to be ended. While this is not a certainty, it does appear to be a growing likelihood. … Continue reading
Posted in Financial planning, Investments
Tagged 529, Brooks, college, education, GET, Hughes, inflation, Jones, Tacoma, tuition, university, Washington
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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
Posted in Estate planning, Taxes
Tagged alan macpherson, estate planning, estate tax, exemption, gift tax, gordon thomas honeywell, limits, portability, taxes, Washington
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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
News Tribune column – GET program
Gary’s latest monthly column in the Tacoma News Tribune: Tuition program gets more attractive with longer terms Washington state’s Guaranteed Education Tuition (GET) program can be a good college funding vehicle in many cases but there are less-known aspects of the … Continue reading
Posted in Financial planning
Tagged college, gary brooks, GET, inflation, Investments, News Tribune, prepaid tuition, savings, Washington
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About
Brooks, Hughes & Jones is a Washington state Registered Investment Adviser firm. We deliver investment management, financial planning and risk protection primarily to individuals and families in the greater Puget Sound area. We review a lot of investment commentary, financial … Continue reading
Posted in Investments
Tagged Allyn Hughes, CFP, financial planning, gary brooks, investments, Nancy Jones, Registered Investment Adviser, Tacoma, Washington
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