10/27/2026
For married couples, simply leaving everything to the surviving spouse may not accomplish all of your Washington estate tax planning goals.
In this episode of our Quick Insights, Diane Cenidoza explains why Washington’s estate tax rules require their own planning and discuss strategies such as credit shelter trusts and lifetime planning.
The big takeaway here: Don’t assume federal estate tax planning is enough. Your plan should account for Washington’s specific tax structure.
Watch the full video to learn more: https://youtu.be/kZo1aHQdTNk