--- title: Bellevue CPA Firm | Bellevue Accounting Firm | Seattle CPA Firm | Estate Planning (2) description: Estate Planning | Catch up on the latest news, stories, and interesting facts curated by Sweeney Conrad employees. (2) --- [![Sweeney Conrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/Sweeney-Conrad-logo.jpg?width=542&height=166&name=Sweeney-Conrad-logo.jpg "Sweeney Conrad")](https://www.sweeneyconrad.com/preview/) ![navigation menu](https://blog.sweeneyconrad.com/hubfs/raw_assets/public/SweeneyConrad_August2022/images/hamburger-bars.png) - [What We Do](https://www.sweeneyconrad.com/what-we-do) - [Tax Services](https://www.sweeneyconrad.com/what-we-do/tax-services) - [Client Accounting Services](https://www.sweeneyconrad.com/what-we-do/client-accounting-services) - [Advisory Services](https://www.sweeneyconrad.com/what-we-do/advisory-services) - [How We Do It](https://www.sweeneyconrad.com/how-we-do-it) - [Our Process](https://www.sweeneyconrad.com/how-we-do-it/our-process) - [Industries we serve](https://www.sweeneyconrad.com/how-we-do-it/industries) - [Culture & Community](https://www.sweeneyconrad.com/how-we-do-it/culture-community) - [Giving Back](https://www.sweeneyconrad.com/how-we-do-it/giving-back) - [Partnership Network](https://www.sweeneyconrad.com/how-we-do-it/partnership) - [Who We Are](https://www.sweeneyconrad.com/who-we-are) - [Our People](https://www.sweeneyconrad.com/who-we-are/our-team) - [Mission & Values](https://www.sweeneyconrad.com/who-we-are/mission-values) - [Our Passion](https://www.sweeneyconrad.com/who-we-are/our-passion) - [40+ Year History](https://www.sweeneyconrad.com/who-we-are/history) - [Careers](https://www.sweeneyconrad.com/careers) - [Benefits & Perks](https://www.sweeneyconrad.com/careers/benefits-perks) - [Experienced Professionals](https://www.sweeneyconrad.com/careers/experienced-professionals) - [SC Young Professionals](https://www.sweeneyconrad.com/careers/sc-young-professionals) - [SC Summer Summit](https://www.sweeneyconrad.com/careers/summer-summit) - [Job Opportunities](https://www.sweeneyconrad.com/careers/job-opportunities) - [Get in Touch](https://www.sweeneyconrad.com/get-in-touch) - [Contact Us](https://www.sweeneyconrad.com/get-in-touch/contact-us/) - [Pay Online](https://www.quickfee.com/qsop?company=quickfeeus&creditor=SWEENEY) - [Client Login](https://sweeneyconrad.sharefile.com/) - [Our Insights](https://blog.sweeneyconrad.com/) - [Newsletter](https://share.hsforms.com/189SwWa83QWmQ98wj4A6liQ2bure) ![navigation menu](https://blog.sweeneyconrad.com/hubfs/raw_assets/public/SweeneyConrad_August2022/images/hamburger-bars.png) ![navigation menu close](https://blog.sweeneyconrad.com/hubfs/raw_assets/public/SweeneyConrad_August2022/images/close.png) [![SweeneyConrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/logo-icon.png?width=33&height=166&name=logo-icon.png "SweeneyConrad")](https://www.sweeneyconrad.com/preview/) [![SweeneyConrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/logo-icon.png?width=33&height=166&name=logo-icon.png "SweeneyConrad")](https://www.sweeneyconrad.com/preview/) - [What We Do](https://www.sweeneyconrad.com/what-we-do) - [Tax Services](https://www.sweeneyconrad.com/what-we-do/tax-services) - [Client Accounting Services](https://www.sweeneyconrad.com/what-we-do/client-accounting-services) - [Advisory Services](https://www.sweeneyconrad.com/what-we-do/advisory-services) - [How We Do It](https://www.sweeneyconrad.com/how-we-do-it) - [Our Process](https://www.sweeneyconrad.com/how-we-do-it/our-process) - [Industries we serve](https://www.sweeneyconrad.com/how-we-do-it/industries) - [Culture & Community](https://www.sweeneyconrad.com/how-we-do-it/culture-community) - [Giving Back](https://www.sweeneyconrad.com/how-we-do-it/giving-back) - [Partnership Network](https://www.sweeneyconrad.com/how-we-do-it/partnership) - [Who We Are](https://www.sweeneyconrad.com/who-we-are) - [Our People](https://www.sweeneyconrad.com/who-we-are/our-team) - [Mission & Values](https://www.sweeneyconrad.com/who-we-are/mission-values) - [Our Passion](https://www.sweeneyconrad.com/who-we-are/our-passion) - [40+ Year History](https://www.sweeneyconrad.com/who-we-are/history) - [Careers at SC](https://www.sweeneyconrad.com/careers) - [Benefits & Perks](https://www.sweeneyconrad.com/careers/benefits-perks) - [Experienced Professionals](https://www.sweeneyconrad.com/careers/experienced-professionals) - [SC Young Professionals](https://www.sweeneyconrad.com/careers/sc-young-professionals) - [SC Summer Summit](https://www.sweeneyconrad.com/careers/summer-summit) - [Job Opportunities](https://www.sweeneyconrad.com/careers/job-opportunities) - [Get in Touch](https://www.sweeneyconrad.com/get-in-touch) - [Contact Us](https://www.sweeneyconrad.com/get-in-touch/contact-us/) - [Pay Online](https://www.quickfee.com/qsop?company=quickfeeus&creditor=SWEENEY) - [Client Login](https://sweeneyconrad.sharefile.com/) - [Our Insights](https://blog.sweeneyconrad.com/) - [Newsletter](https://share.hsforms.com/189SwWa83QWmQ98wj4A6liQ2bure) ![Sweeney Conrad insights blog](https://blog.sweeneyconrad.com/hubfs/Sweeney-Conrad-insights-blog-desktop.jpg) ![Sweeney-Conrad-insights-blog-tablet](https://blog.sweeneyconrad.com/hubfs/Sweeney-Conrad-insights-blog-tablet.jpg) ![Sweeney-Conrad-insights-blog-mobile3](https://blog.sweeneyconrad.com/hubfs/Sweeney-Conrad-insights-blog-mobile3.jpg) # The latest Catch up on the latest news, stories, and interesting facts curated by Sweeney Conrad employees. INSIGHTS/BLOG - [Topic:](https://blog.sweeneyconrad.com) - [Tax](https://blog.sweeneyconrad.com/tag/tax) - [Audit & Assurance](https://blog.sweeneyconrad.com/tag/audit-and-assurance) - [Estate Planning](https://blog.sweeneyconrad.com/tag/estate-planning) - [News](https://blog.sweeneyconrad.com/tag/news) - [COVID-19](https://blog.sweeneyconrad.com/tag/covid-19) - [Sweeney Conrad News](https://blog.sweeneyconrad.com/tag/sweeney-conrad-news) - [Retirement Reporter](https://blog.sweeneyconrad.com/tag/retirement-reporter) - [Sweeney Conrad Passion](https://blog.sweeneyconrad.com/tag/sweeney-conrad-passion) - [Sweeney Conrad People](https://blog.sweeneyconrad.com/tag/people) - [Employee Benefit Plans](https://blog.sweeneyconrad.com/tag/employee-benefit-plans) - [State and Local Tax](https://blog.sweeneyconrad.com/tag/state-and-local-tax) - [Sweeney Conrad Community](https://blog.sweeneyconrad.com/tag/sweeney-conrad-community) - [Business](https://blog.sweeneyconrad.com/tag/business) - [Nonprofit Organizations & Private Foundations](https://blog.sweeneyconrad.com/tag/nonprofit-organizations-private-foundations) - [Advisory](https://blog.sweeneyconrad.com/tag/advisory) - [High Net Worth](https://blog.sweeneyconrad.com/tag/high-net-worth) - [Sweeney Conrad People](https://blog.sweeneyconrad.com/tag/sweeney-conrad-people) - [CAAS](https://blog.sweeneyconrad.com/tag/caas) - [Insider](https://blog.sweeneyconrad.com/tag/insider) - [Real Estate & Construction](https://blog.sweeneyconrad.com/tag/real-estate-construction) - [Recruiting](https://blog.sweeneyconrad.com/tag/recruiting) - [Loca](https://blog.sweeneyconrad.com/tag/loca) - [Locally Owned](https://blog.sweeneyconrad.com/tag/locally-owned) - [Scams](https://blog.sweeneyconrad.com/tag/scams) - [Test](https://blog.sweeneyconrad.com/tag/test) [An HSA Can Be a Healthy Supplement to Your Wealth-Building Regimen By Melanie Abigania, CPA Jul 29, 2024](https://blog.sweeneyconrad.com/an-hsa-can-be-a-healthy-supplement-to-your-wealth-building-regimen) [Own Foreign Assets? Account for them in Your Estate Plan By Melanie Abigania, CPA Jun 19, 2024](https://blog.sweeneyconrad.com/own-foreign-assets-account-for-them-in-your-estate-plan) [Insights on Estate Tax Changes and Estate Planning By Sweeney Conrad, PS Jun 13, 2024](https://blog.sweeneyconrad.com/insights-on-estate-tax-changes-and-estate-planning) [When Providing for Your Children, One Trust May Be Better than Two By Melanie Abigania, CPA May 29, 2024](https://blog.sweeneyconrad.com/when-providing-for-your-children-one-trust-may-be-better-than-two) [Look it Up: A Glossary of Key Estate Planning Terms By Melanie Abigania, CPA Apr 29, 2024](https://blog.sweeneyconrad.com/look-it-up-a-glossary-of-key-estate-planning-terms) [Is It Time to Review Your Beneficiary Designations? By Melanie Abigania, CPA Feb 22, 2024](https://blog.sweeneyconrad.com/is-it-time-to-review-your-beneficiary-designations) [Where Should You Keep Your Estate Planning Documents? By Melanie Abigania and Jessica Simons Jan 30, 2024](https://blog.sweeneyconrad.com/where-should-you-keep-your-estate-planning-documents) [Year End is Gift-Giving Time: Use the Annual Gift Tax Exclusion to the Max By Melanie Abigania and Jessica Simons Dec 16, 2023](https://blog.sweeneyconrad.com/year-end-is-gift-giving-time-use-the-annual-gift-tax-exclusion-to-the-max) [Owning Assets Jointly With a Child May Not Be the Right Estate Planning Strategy By Melanie Abigania and Jessica Simons Nov 30, 2023](https://blog.sweeneyconrad.com/owning-assets-jointly-with-a-child-may-not-be-the-right-estate-planning-strategy) [Are You Considering Moving to a New State to Minimize Estate Tax? By Melanie Abigania and Jessica Simons Oct 31, 2023](https://blog.sweeneyconrad.com/are-you-considering-moving-to-a-new-state-to-minimize-estate-tax) [What are the Pros and Cons of Custodial Accounts for Minors By Melanie Abigania and Jessica Simons Sep 14, 2023](https://blog.sweeneyconrad.com/what-are-the-pros-and-cons-of-custodial-accounts-for-minors) [The Time to Make Health Care Decisions is When You're Healthy By Melanie Abigania and Jessica Simons Jul 27, 2023](https://blog.sweeneyconrad.com/the-time-to-make-health-care-decisions-is-when-youre-healthy) [<<](https://blog.sweeneyconrad.com) [1](https://blog.sweeneyconrad.com/tag/estate-planning/page/1) [2](https://blog.sweeneyconrad.com/tag/estate-planning/page/2) [3](https://blog.sweeneyconrad.com/tag/estate-planning/page/3) [4](https://blog.sweeneyconrad.com/tag/estate-planning/page/4) [5](https://blog.sweeneyconrad.com/tag/estate-planning/page/5) [>>](https://blog.sweeneyconrad.com/tag/estate-planning/page/5) ## Contact Us Feel free to [email](mailto:information@sweeneyconrad.com) us or call [425.629.1990](tel:425-629-1990) [Get in touch](https://www.sweeneyconrad.com/preview/get-in-touch/contact-us/) - [What We Do](https://www.sweeneyconrad.com/what-we-do) - [Tax Services](https://www.sweeneyconrad.com/what-we-do/tax-services) - [Client Accounting Services](https://www.sweeneyconrad.com/what-we-do/client-accounting-services) - [Advisory Services](https://www.sweeneyconrad.com/what-we-do/advisory-services) - [How We Do It](https://www.sweeneyconrad.com/how-we-do-it) - [Our Process](https://www.sweeneyconrad.com/how-we-do-it/our-process) - [Industries we serve](https://www.sweeneyconrad.com/how-we-do-it/industries) - [Culture & Community](https://www.sweeneyconrad.com/how-we-do-it/culture-community) - [Giving Back](https://www.sweeneyconrad.com/how-we-do-it/giving-back) - [Partnership Network](https://www.sweeneyconrad.com/how-we-do-it/partnership) - [Who We Are](https://www.sweeneyconrad.com/who-we-are) - [Our People](https://www.sweeneyconrad.com/who-we-are/our-team) - [Mission & Values](https://www.sweeneyconrad.com/who-we-are/mission-values) - [Our Passion](https://www.sweeneyconrad.com/who-we-are/our-passion) - [40+ Year History](https://www.sweeneyconrad.com/who-we-are/history) - [Careers at SC](https://www.sweeneyconrad.com/careers) - [Benefits & Perks](https://www.sweeneyconrad.com/careers/benefits-perks) - [Experienced Professionals](https://www.sweeneyconrad.com/careers/experienced-professionals) - [SC Young Professionals](https://www.sweeneyconrad.com/careers/sc-young-professionals) - [SC Summer Summit](https://www.sweeneyconrad.com/careers/summer-summit) - [Job Opportunities](https://www.sweeneyconrad.com/careers/job-opportunities) - [Get in Touch](https://www.sweeneyconrad.com/get-in-touch) - [Contact Us](https://www.sweeneyconrad.com/get-in-touch/contact-us/) - [Pay Online](https://www.quickfee.com/qsop?company=quickfeeus&creditor=SWEENEY) - [Client Login](https://sweeneyconrad.sharefile.com/) - [Our Insights](https://blog.sweeneyconrad.com/) - [Newsletter](https://share.hsforms.com/189SwWa83QWmQ98wj4A6liQ2bure) ![Sweeney Conrad](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/logo.png?width=358&name=logo.png "Sweeney Conrad") 10210 NE Points Dr. Suite 300 Kirkland WA 98033 [425.629.1990](tel:425-629-1990) [information@sweeneyconrad.com](mailto:information@sweeneyconrad.com) Proud to be a Member [![Allinial Global](https://blog.sweeneyconrad.com/hs-fs/hubfs/raw_assets/public/SweeneyConrad_August2022/images/MemberOfAllinial-Logo_CMYK-globe.png?width=75&height=166&name=MemberOfAllinial-Logo_CMYK-globe.png "Allinial Global")](https://www.allinialglobal.com) Sweeney Conrad is the brand name under which Sweeney Conrad CPA LLP and Sweeney Conrad Advisors LLC provide professional services. Sweeney Conrad CPA LLP and Sweeney Conrad Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Sweeney Conrad CPA LLP is a licensed independent CPA firm that provides attest services to its clients. Sweeney Conrad Advisors LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the Sweeney Conrad brand are independently owned and are not liable for the services provided by any other entity providing the services under the Sweeney Conrad brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Sweeney Conrad CPA LLP and Sweeney Conrad Advisors LLC [Privacy Policy](https://www.sweeneyconrad.com/preview/privacy-policy) | [Terms of Use](https://www.sweeneyconrad.com/preview/terms-of-use)