Madrona Financial Group: Independent thought, candid conversations, and unbiased advice

CONNECT

Address:

520 Pike Street Suite 985
Seattle, WA 98101

Phone:

206-676-6141

Fax/Other:

206-624-1050

Estate Planning

Did you know that estates over $2 million in Washington State can owe up to 20% in estate taxes?  The federal limits are $11.2 million per person and the tax is up to 40%.  As a CERTIFIED FINANCIAL PLANNER(R) Professional I am aware of the pitfals that can occur from large estates and inheritances.  I will work with your estate planning attorneys and accountants to make sure you have a plan in place.