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™ Professional I am aware of the pitfalls 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.

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.