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Worried about estate taxes eating into your legacy? Discover how high-net-worth families in Washington and beyond use life insurance and irrevocable trusts (ILITs) to offset estate taxes, protect their assets, and keep their wealth in the family. Learn the latest 2025 federal and Washington state estate tax exemptions, why ownership of your life insurance policy matters, and actionable steps to safeguard your heirs from surprise tax bills. Don’t wait—plan now and ensure your loved ones inherit memories, not tax problems.

Recogize this stunning museum ceiling? (No cheating with Google lens!!) Shoot me your guess--get it right and I’ll mail you a surprise.

What if the greatest transformations begin the moment we dare to let go?

Transformation is radical change, and radical self-care. Balance is dynamic, and the journey is taken one step at a time. When answers don’t come, I trust it’s simply not time yet.

What are you ready to shed this year?

Share your story—let’s support each other as we step into our truest selves, one brave step at a time.

The Bloomberg Live Q&A on April 24, 2025 dove into the ripple effects of Trump’s tariff policies, unpacking the chaos they’ve stirred in global markets and the U.S. economy.

What are your thoughts on these developments? Curious about strategies to secure your retirement in times of uncertainty and volatility? Let’s connect over coffee and have a conversation.

The air feels heavy these days, doesn’t it? And it’s not the Spring humidity. Stress and uncertainty many are facing seem almost tangible.

Just this week, I came across a Bloomberg article about a troubling trend—more Americans are dipping into their 401(k) savings to cover financial emergencies. From medical bills to rising housing costs, hardship withdrawals have surged 15-20% above the norm. And while it’s become easier to access these funds, the trade-off is steep: taxes, penalties (looking at you, under-59½ crowd), and a real hit to long-term retirement savings. Sure, new rules have made it easier to tap into these funds, but rising living expenses and economic strain are clearly pushing people to their limits.

March graced us with 3.14, lovingly known as 🥧 Day—a tribute to π, the symbol of infinite exploration and integration. Learning, like π, is a dynamic and ever-evolving practice, constantly inviting us to expand our understanding.

I continue to be inspired by Maria Popova of Universe in Verse, who brilliantly pens: "An irrational number—π unmoors our basic intuitions about reality with its disquieting whisper of an infinity beyond the grasp of reason. As transient creatures suspended in space between the scale of atoms and stars, we simply cannot conceive of infinity… Meanwhile, its steadfast constancy hedges against our own transience, slaking our yearning for permanence in a cosmos governed by incessant change."

This meditation on constancy and change resonates deeply, as I navigate life transitions.

What is the "why" behind what we pursue? In my business, it is healing. My partner gently points out when I am too hard on myself, and I am grateful for those insights. Many unconscious behaviors stem from childhood experiences. For me, it was the unspoken lesson that love was conditional upon attaining an impossible perfection—there was always more I could be and do. I've come a long way in nurturing self-compassion and empathy, learning to go easy on myself and accept that it's okay to uncurate my life.