Services / Estate Planning
Estate and Wealth Transfer
A well coordinated and updated estate plan tailored for your family can help bring peace-of-mind during difficult circumstances. Estate taxes are a reality for many families, especially in Washington State. We work with you and your attorney to design and implement a tax efficient plan to protect your legacy for your loved ones according to your values.
Plan for your family & legacy
Estate Planning Process
We start by reviewing and understanding your current Plan to identify key points, gaps, and areas that need updating. We work with your estate planning attorney to create a Plan and we help you implement it. When there is an event that triggers the Plan, we can shepherd your family through the process with care and compassion.
Planning Strategies
We can discuss gifting strategies, charitable giving, trusts, beneficiary designations, simplifying your estate, and strategize around estate and gift tax scenarios to help your family keep more of your hard earned wealth.
We can help you get started Today.
Client Successes
“Their team makes us feel comfortable and supported every step of the way. Skyline Advisors has been instrumental in helping us save for ourselves and our kids, ensuring a secure future for our family. Thanks to their expert guidance, we feel exceptionally confident about our financial plan and future!”
Amanda & Ky Nayfield — Owner Connect NW Physical Therapy — Client since 2023
This testimonial is from a current client of Skyline Advisors, Inc., and was not compensated by our firm in exchange for their testimonial. Each testimonial may not reflect the opinion or experience of all Skyline Advisors, Inc. clients.
What happens when you die?
You can’t take it with you, but you can have a plan for your family. Do you want to leave assets to your heirs, to charity, or are you happy if the government takes a big chunk?
We partner with your family, attorney, and tax professionals
Review your Estate Documents
Understand your Values
Identify your Assets and Debts
Summarize your Current Plan
Strategize around gaps and opportunities
Formulate an Estate Plan
Help you Implement it
Review it as life happens
What we don’t do: Provide legal advice or interpret law. You need an attorney for that.
Get our Financial Planning
Services - One Sheet
Essential Documents
Last Will and Testament
A legal document that explains how you want your assets distributed and who should care for your minor children after your death.
Living Trust
A revocable legal arrangement that holds and manages your assets during your lifetime and directs how they are distributed after your death.
Advanced Directive
These legal documents authorize someone you trust to make treatment decisions for you when you can’t speak and directs a doctor on what kinds of treatment you want in certain specific medical scenarios such as critical care conditions.
Durable Power of Attorney
A legal document that authorizes someone you trust to manage your financial or legal affairs if you are unable to do so.
Skyline Advisors can help you Plan Now
You don’t need to be rich to have an estate plan. Every adult should have a plan now. For those in States that have an estate tax, like Washington, you need to be aware and prepared for potential tax consquences upon your passing. Federal estate gift and taxes may also apply and may require more complex planning. The state and federal laws, exemptions, tax rates, and the potential strategies change frequently. We help our clients prepare in advance in coordination with your attorney and tax professionals.
To learn more about what we can do for you, reach out and speak with a member of our team today.
Start Planning Your Future
Take the first step towards a secure and fulfilling retirement. Contact us today to schedule your personalized consultation and let us help you achieve your retirement dreams.