Archive for the ‘Estate Planning’ Category

Domestic Partnerships & Gay Marriage in Washington State

Posted by on December 17th, 2014 with Comments Off

Registered Washington State Domestic Partners If you currently have a Washington State domestic partner, here are some key points you should know: If you decide to marry your partner, your domestic partnership will be dissolved on the date of your marriage. If  both of you are younger than age 62, and you decide not to get married – your domestic

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Gold Mining, Mystery, and … Estate Planning?

Posted by on February 19th, 2014 with Comments Off

What lessons can a novel about gold miners in 19th-century New Zealand teach about estate planning? Quite a few. In The Luminaries, which was awarded the prestigious Man Booker Prize in 2013, author Eleanor Catton sets her story in a rough-and-tumble frontier town in the midst of a gold rush, spinning a complex yarn of dead bodies discovered under decidedly

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Trust and Estate Administration: Strategies for Minimizing Stress and Maximizing Results

Posted by on August 13th, 2013 with Comments Off

By Stacey Romberg “A trustee shall administer the trust solely in the interests of the beneficiaries.” -RCW 11.98.078(1) Non-professional fiduciaries serving as personal representatives or trustees often assume their new duties with apprehension. How much time will it take? Will the work be difficult? What if estate heirs or trust beneficiaries start fighting? This article offers 10 straightforward strategies to

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Washington Legal Changes Impacting Estate Planning

Posted by on July 11th, 2013 with Comments Off

I want to update you on recent changes regarding Washington estate tax law. These changes were widely reported in the news, so they may be familiar to you. On June 13, 2013 Governor Inslee signed “emergency legislation” regarding our Washington estate tax.  The alleged emergency was preventing the state’s Department of Revenue from issuing estate tax refund checks.  Here is

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American Tax Payer Relief Act of 2012

Posted by on January 18th, 2013 with Comments Off

The American Tax Payer Relief Act of 2012 (the “Act”), also known as the “fiscal cliff legislation,” was approved by Congress on January 1, 2013. Thankfully, this legislation eliminated much of the uncertainty regarding federal estate tax. In 2012, the federal estate tax threshold was $5,120,000 per person (or $10,240,000 for married couples). Specifically, estates falling below this asset level

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Gay Marriage Becomes Legal in Washington State – Estate Planning Impact

Posted by on December 20th, 2012 with Comments Off

As you are aware, Washington voters recently approved Referendum 74, legalizing gay marriage. The new law took effect on December 6, 2012. How might this change impact your estate planning? Changes to Washington Registered Domestic Partnerships. If you currently have a Washington State domestic partner, here are some key points you should know: If you decide to marry your partner,

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Revisions to Washington Law Governing Trusts

Posted by on August 7th, 2012 with Comments Off

Substitute House Bill 1051 (“SHB 1051″) became effective this year, significantly impacting the administration of trusts, the duties of trustees, and the rights of trust beneficiaries. If your estate plan contains a testamentary trust, you should be aware of these new requirements. We wanted to let you know about a few key changes, primarily involving notification and reporting rules for

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Stacey L. Romberg
Attorney at Law

10115 Greenwood Avenue N.
PMB #275
Seattle, WA 98133
Phone: 206-784-5305
Fax: 206-789-8103

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