Where Should
Your Family Go?

Washington's tax landscape has shifted dramatically: a 9.9% millionaire income tax slated to take effect January 1, 2028, an expanded capital gains tax with a 2.9% surcharge on gains above approximately $1.28 million, one of the highest state estate tax rates in the country, and a B&O tax which is set to expand over 2026 and 2027. This questionnaire analyzes your financial profile, estate and wealth transfer objectives, lifestyle preferences, and practical needs to help identify appropriate destination states for your family.