RSVP Closed Neighbor States: Estate Planning Trends That Affect Washington and Idaho Clients

Date: Monday, May 13, 2024
Time: 11:45am - 1:00pm
Location: Coeur d'Alene Inn
Speaker: Danielle Palm, JD

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With Washington and Idaho sharing a border, and with an increasing number of clients conducting business simultaneously in both states (i.e. owning property in both, working in one while living in the other, etc.), it is important to be aware of emerging trends in estate planning that could affect these clients. Differences in state law, variation in costs and taxes, and numerous other differences between the two states can all have a significant impact on how clients plan for the future.

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