Workshop: Tax Planning - Don’t Let Taxes Eat Your Legacy (Bremerton Event)
Wed, Nov 05
|Sylvan Pines Clubhouse
PLANNING WITH TRUSTS, GIFTS & MORE Effective tools to reduce estate, gift, and capital gains taxes — including Washington State updates and the Senior Property Tax Exemption program.
Time & Location
Nov 05, 2025, 11:30 AM – 1:00 PM
Sylvan Pines Clubhouse, Sylvan Pines Cir, Bremerton, WA 98310
About the event
Smart strategies to protect your wealth, reduce taxes, and preserve your legacy.
Join us for a free 30-minute educational workshop designed to help you safeguard what you’ve built and pass it on wisely. Learn how trusts, gifting strategies, and home equity tools can reduce estate, gift, and capital gains taxes — with special attention to Washington’s updated estate tax laws and the Senior Property Tax Exemption (SPTE) program.
This session brings together a trusted team of professionals — an Estate Planning Attorney, a Financial Planner, and a Retirement Mortgage Specialist — to help you integrate every piece of your financial and legacy plan.
You’ll Learn How To:
Use trusts and gifting to reduce estate and capital gains taxes
Schedule
10 minutesWelcome, Introductions, and Lunch
20 minutesTESSA ROBERTS, Esq. Estate Attorney: Washington Estate Services
Power Pod Member