Insights

Big changes are coming to Washington’s estate tax laws—and we want to make sure you’re prepared.

In our latest video, Estate Planning in 2025: Navigating Washington’s New Tax Landscape, Carl Lindgren, CFP® and Director of Financial Planning at Stabler Wealth Management, breaks down what these changes could mean for you and your family. Whether you’re already working with an estate attorney or just starting to think about your legacy, this update is worth a watch.

✅ What Washington’s New Estate Tax Law Means for You

The exemption is increasing to $3 million and rates are going up—learn how these changes could affect your estate plan and what actions may be needed before and after July 1.

✅ How to Use Tools Like the Bypass Trust to Reduce Estate Taxes

Washington still doesn’t allow portability—see how a bypass trust can help couples preserve both exemptions and potentially save hundreds of thousands in estate taxes.

✅ Key Estate Planning Opportunities to Consider Today and in the Future

From lifetime gifting to IRA beneficiary strategies and charitable planning, we’ll cover practical ways to minimize taxes and maximize what you leave behind.

👉 Watch the video now on YouTube

As always, we’re here to help you make informed decisions. If you’d like to explore how these changes might affect you, or you would like a second opinion on your current financial plan, don’t hesitate to book a complimentary phone call or Zoom meeting.

You may also want to watch our full Spring 2025 Economic & Market Update Video!

team@stablerwm.com | (425) 646-6327

Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Stabler Wealth Management is not registered as a broker-dealer or investment advisor.