tax planning Archives - Montgomery Purdue

4Dec 2024

Washington State Estate Tax Filing Requirement Eliminated for Certain Estates Involving a Qualifying Family Residence

Dec 4, 2024
Matthew Hart
Estate Planning
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Beginning January 1, 2025, certain estates can avoid filing a Washington state estate tax return if the deceased person had a surviving spouse and a “qualifying family residence.” Return Filing Threshold; HB 1867 In general, when a Washington resident (or…

2May 2017

Author Brady Somers

Changing Your Residency to Avoid Washington Estate Tax

May 2, 2017
Brady Somers
Estate Planning
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For Washington residents facing the possibility of a sizable estate tax bill, establishing residency in a different state may be worth considering, particularly for those who already have a second residence in another state. Establishing residency in another state may…