Understanding the tax advantages related to charitable contributions can help you decide how and when to give. While there is
Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
Financial Planning / Retirement Planning / Tax Planning
SECURE Act and Inherited IRAs – The Clarity You’ve Been Looking For
In 2019, the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act had an enormous impact on how inherited IRAs
Financial Planning
What All Families Should Know About the FAFSA
What Is It? The FAFSA stands for Free Application for Federal Student Aid. It is a form used to apply
Financial Planning
Steps to Take As Your Child Heads off to College
College is more than a place of formal education. It is also a time for young adults to become financially
Financial Planning / Tax Planning
Why Tax-Loss Harvest Your Portfolio?
Market volatility offers an opportunity to discuss a planning technique known as “tax-loss harvesting” which can be used to reduce
Investment Advisory
Manage Your Risk. Invest Alternatively
Introduction These days, it feels like risk is everywhere. High gas prices, supply chain woes, rising interest rates, geopolitical tension
Estate Planning
Medicare Basics: What You Need to Know
The one universally known thing about Medicare is that it’s complicated. Part A, Part B, Medicare Advantage (Part C), Part
Common Client Questions / Financial PlanningWealth Management
Investment Truths in an Uncertain World
There is always a feeling of unease when the markets become volatile. Volatility can be created by any market event
Common Client Questions / Generational Wealth
How to Talk to Your Kids about Money
Families with significant assets have concerns about passing them along to the next generation. Will the next generation be responsible,
Insurance Planning
Washington Cares Fund
The Washington Cares Fund (previously known as the “Washington Long-Term Care Trust Fund Act”) imposes a payroll tax of $0.58
Common Client Questions / Financial Planning / Investment Advisory
How Inflation Affects Your Financial Plan
Content updated as of May 12, 2022 Concerned about how inflation affects your finances? Look to historical data to quell
Business Succession Planning / Estate Planning / Financial Planning / Retirement Planning
Family Limited Liability Companies: A valuable tool for generational wealth transfer and asset protection
Our role as client advisors is to simplify our clients lives by providing thoughtful and quantifiable solutions to issues/obstacles faced
Freestone News
Barron’s Recognizes Freestone Advisor as Top Advisor in Washington State
Congratulations to Erik Morgan, Kim Hansen and their team for their recent recognition as the #1 Advisor in Washington state.
Financial Planning / Tax Planning
Washington Capital Gains Tax Summary
As of January 1, 2022, Washington has implemented a 7% tax on the sale or exchange of long-term capital assets.
Freestone News
Closing the Gap: Women in Wealth Management
In honor of International Women’s Day and Women’s History Month, we are celebrating the women at Freestone! We asked a
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When Are Roth Conversions Appropriate?
While there are regulatory requirements that dictate contribution eligibility for both Traditional and Roth IRAs, Roth Conversions are available to anyone who owns assets in a Traditional IRA. -
Distributing Company Stock from a 401(k) & the impact of Net Unrealized Appreciation
In this article, we explore the Net Unrealized Appreciation tax strategy to help mitigate the potential tax impact of employer stock when it is distributed from a retirement plan. -
Protecting Your Business from the Unexpected
Many business owners are so invested in the business that they do not think about a succession plan until they approach retirement. Succession planning is not just for retirement, however. What would happen to your business if you were suddenly to pass away or become disabled? -
The Basics of Social Security
One of the most common questions we hear from clients nearing retirement is, “When should I file for Social Security?” While there is no ‘one size fits all’ answer to this, understanding the basics can help you make an informed decision.
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A Guide to Tax and Estate Reform: What to Know and How to Prepare
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted
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Concentrated Stock: Understanding the Associated Risks
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,
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Financial Foundations for Young Adults Session 1: Understanding Your Financial Foundation
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investment
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Financial Foundations for Young Adults Session 2: Growing Your Financial Future
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed to
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Introduction to Estate Planning
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better prepared
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