Estate Tax — Insights | Stordahl Capital Management

Posts tagged Estate Tax

Considering a Move? What to Know About Estate and Inheritance Taxes

If you’re considering a move out of state, it’s important to know your new state’s estate and inheritance tax laws.

Financial PlanningStordahl Capital ManagementApril 3, 2023Retirement, Relocation, State Taxes, Estate Tax, Inheritance Tax, Washington, Colorado

2023 Tax Changes Every Taxpayer Needs to Know

Understanding the tax changes for 2023 can help benefit year-round financial planning. Here are some updates to know.

Tax PlanningBill StordahlJanuary 17, 20232023, AMT, Alternative Minimum Tax, Tax Bracket, Estate Tax, Earned Income Credit, Standard Deduction, Itemize

Protect Each Other: Make a Financial Plan for a Spouse’s Death in Retirement

A spouse’s death in retirement can leave the surviving spouse on unstable financial ground. Here are planning areas to help take care of the widow or widower.

Retirement planningBill StordahlMarch 14, 2022Will, Inheritance, IRA, Roth Conversion, Estate Tax, Pension, Social Security