We're based in Clarkston, Washington, on the border of Lewiston, Idaho, at the confluence of the Snake and Clearwater Rivers and the entryway to Hells Canyon, the deepest river gorge in North America, a destination tourist location for travellers from all over the world.
Being licensed in both states means we readily help families with assets across two or more states. A home in Clarkston and rental property in Lewiston. A business in Pullman and a cabin in McCall or a second home in Sandpoint. We have helped many families fix prior planning that unnecessarily exposed Idaho property to Washington estate tax. We strategize to help clients maneuver lifetime income tax in one state that has no death tax (Idaho) and ever-increasing death tax in the other state that (for now) has no lifetime income tax (Washington). Our clients have properties in Oregon (with both taxes), California (with high income taxes), Arizona (similar to Idaho), and tens of other states. Or oil or mineral interests in Oklahoma or the Dakotas. We've seen it all! Poor planning can easily cost families hundreds of thousands of dollars in surprise taxes. We strategize to help clients maneuver lifetime income tax in one state that has no death tax (Idaho) and ever-increasing death tax in the other state that (for now) has no lifetime income tax (Washington).
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