Tax Season 2025 Key Updates from a Tax Attorney

This video breaks down the latest updates and planning strategies surrounding the Washington State estate tax—including key legislative developments that could impact your estate plan in 2025 and beyond.

What You Will Learn:

The current Washington State estate tax exemption and tax rates
Why Washington’s estate tax is different from the federal system
The importance of credit shelter trusts for married couples in Washington
Proposed legislation (House Bills 2019 and 1375) and how it could change the tax landscape
Planning opportunities if exemptions increase—or stay the same
Wealth migration considerations and strategies for high-net-worth families

Whether your estate is just crossing the state exemption threshold or significantly exceeds it, this session will help you understand how to plan ahead and preserve more of your wealth for future generations. We’ll cover what’s currently in place, what might change, and what that means for your estate planning decisions.

If you have any questions about this video or would like to discuss your estate plan with our team, please contact us at [email protected] or (206) 547-1412.