At Terry Law Firm, P.S., we recognize that effective financial planning isn’t just about managing assets; it’s about integrating those efforts with strategic legal guidance. Our approach combines robust financial planning with comprehensive legal services to offer a holistic solution to our clients’ needs. This post explores how integrating these disciplines can benefit you and […]
Estate Planning
How AI Is Reshaping Estate Planning — And What It Means for You
Artificial intelligence seems to be everywhere in 2025. From grocery store checkout lines to medical research, AI is changing how we live and work. Estate planning is no exception. While the law itself is still grounded in centuries of tradition, new technology is reshaping how families create, update, and safeguard their plans. At Terry Law […]
Preparing for Federal Estate Tax Exemption Cuts in 2026
The clock is ticking. At the end of 2025, the historically high federal estate tax exemption is scheduled to sunset. Unless Congress steps in, the exemption will be cut roughly in half starting in 2026. For Washington families who have worked hard to build wealth in real estate, retirement accounts, or small businesses, this change […]
Critical Estate Planning Issues to Address in 2025
Estate planning has always been about more than just paperwork. It’s about protecting your family, avoiding unnecessary stress, and making sure your wishes are honored. But in 2025, several new issues have moved to the forefront—changes in tax law, evolving digital legacies, and shifting family dynamics. At Terry Law Firm, P.S., we’ve seen how these […]
Mid-Year Estate Planning Checklist: Don’t Overlook These Key Updates
Summer tends to fly by in Washington—between graduations, family trips to the coast, and evenings spent at backyard barbecues, it’s easy to push estate planning to the back burner. But a mid-year checkup on your estate plan can save your family time, money, and stress down the road. At Terry Law Firm, P.S., we encourage […]
10 Reasons to Reevaluate Your Estate Plan After the 2025 Tax Changes
The 2025 tax changes—sometimes called the “One Big Beautiful Bill”—have already made waves across the country. But here’s the truth: the effects go far beyond accountants and spreadsheets. For families in Washington, these changes create an important moment to pause and ask whether your current estate plan still makes sense. At Terry Law Firm, P.S., […]
