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The Power of Gifting in Washington State

In the summer of 2025, Washington State became the most expensive state in the country for estate taxes....
January 13, 2026
By Joseph Scicchitano
Supporting a Child’s Down Payment with a Gift: What You Need to Know About Federal Taxes
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Supporting a Child’s Down Payment with a Gift

What You Need to Know About Federal Taxes One of the most common questions we hear from families is whether...
January 5, 2026
By Joseph Scicchitano
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You’ve Inherited an IRA Now what?

Losing someone you care about, and that cared about you, is never easy. If you are reading this, you may have...
October 14, 2025
By dev_team
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Tax‑Efficient Investment Vehicles Compared: How Different Accounts Shape Your After‑Tax Returns

Why Your Account Choice Matters Two investors might earn identical pre-tax returns but end up with very...
August 19, 2025
By dev_team
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Roth IRAs vs. Traditional IRAs – Which One is Right for Me?

Decide which type of retirement account to utilize can be a tricky endeavor. In this post we lay out some of...
December 28, 2015
By dev_team
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3600 136th Pl SE, Suite 270
Bellevue, WA 98006
contact-phone (425) 453-5010
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Fortis does not and will not ever provide financial or investment recommendations over WhatsApp or any other social messaging apps. Please call our office line at 425-453-5010 if you have any questions.
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