--- title: Bellevue CPA Firm | Bellevue Accounting Firm | Seattle CPA Firm | Estate Planning (3) description: Estate Planning | Catch up on the latest news, stories, and interesting facts curated by Sweeney Conrad employees. 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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) [If Your Family Owns a Vacation Home, Address it Carefully in Your Estate Plan By Melanie Abigania and Jessica Simons Jun 28, 2023](https://blog.sweeneyconrad.com/if-your-family-owns-a-vacation-home-address-it-carefully-in-your-estate-plan) [If You're Married, Ensure that You and Your Spouse Coordinate Estate Plans By Melanie Abigania and Jessica Simons May 30, 2023](https://blog.sweeneyconrad.com/if-youre-married-ensure-that-you-and-your-spouse-coordinate-estate-plans) [Have You Planned for Long-Term Health Care Expenses? By Melanie Abigania and Jessica Simons Apr 27, 2023](https://blog.sweeneyconrad.com/have-you-planned-for-long-term-health-care-expenses) [Annual Gift Tax Exclusion Amount Increases for 2023 By Melanie Abigania and Jessica Simons Nov 10, 2022](https://blog.sweeneyconrad.com/annual-gift-tax-exclusion-amount-increases-for-2023) [Deducting a Trust's Charitable Donations By Melanie Abigania and Jessica Simons Oct 24, 2022](https://blog.sweeneyconrad.com/deducting-a-trusts-charitable-donations) [What Does “Probate” Mean? By Melanie Abigania and Jessica Simons Sep 15, 2022](https://blog.sweeneyconrad.com/what-does-probate-mean) [Estates Now Have an Additional Three Years to File for a Portability Election By Melanie Abigania and Jessica Simons Jul 14, 2022](https://blog.sweeneyconrad.com/estates-now-have-an-additional-three-years-to-file-for-a-portability-election) [Estate Planning and Business Succession Planning: the Lines Blur with a Family Business By Melanie Abigania and Jessica Simons Jun 02, 2022](https://blog.sweeneyconrad.com/estate-planning-and-business-succession-planning-the-lines-blur-with-a-family-business) [CLTs: a Charitable Trust that Takes the Lead By Melanie Abigania and Jessica Simons May 26, 2022](https://blog.sweeneyconrad.com/clts-a-charitable-trust-that-takes-the-lead) [The HSA: A Healthy Supplement to Your Wealth-Building Regimen By Melanie Abigania and Jessica Simons May 17, 2022](https://blog.sweeneyconrad.com/the-hsa-a-healthy-supplement-to-your-wealth-building-regimen) [Understanding the Terms of Health Care Directives By Melanie Abigania and Jessica Simons May 17, 2022](https://blog.sweeneyconrad.com/understanding-the-terms-of-health-care-directives) [Addressing Adopted Children or Stepchildren in Your Estate Plan By Melanie Abigania and Jessica Simons May 12, 2022](https://blog.sweeneyconrad.com/addressing-adopted-children-or-stepchildren-in-your-estare-plan) [<<](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. 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