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WSD Improves Financial Health Score, Strengthens Financial Planning

Washougal, WA — Washougal School District (WSD) has made significant progress in improving its financial health, and the district is no longer listed as a district with a financial warning on the OSPI Financial Health Indicator list. This improvement reflects the district’s commitment to sound financial management, using community feedback to guide budget adjustments, and achieving long-term fiscal stability. The district’s OSPI School District Financial Health Indicator has increased from 1.55 in the school year 2022-23 to 2.6 in 2023-24. 

The Washington Office of Superintendent of Public Instruction (OSPI) assigns financial health scores to each school district in the state based on key indicators including the ending fund balance to revenue ratio, expenditures to revenue ratio, and cash on hand. Previously, WSD’s 2022-23 score placed it in the “financial warning” category, prompting the district to take proactive measures to stabilize its financial position. 

Superintendent Aaron Hansen emphasized the district’s commitment to responsible financial stewardship, stating, “we recognized the urgency of addressing our financial situation and took deliberate steps to stabilize our budget. We asked for community feedback to guide reductions, and led with reductions in areas furthest from the classroom. While challenges remain, we are on a positive trajectory and committed to being strong stewards of public resources. We are thankful for our positive relationship with our labor partners and their help supporting staff impacted by the reductions.”

Next Steps for Continued Financial Stability

As WSD continues working toward long-term financial health, the district is implementing the following strategies to further strengthen its fiscal position and regain the full confidence of the community:

  • Restoring the Fund Balance to 6% – The district remains committed to meeting its 6% fund balance policy, which provides the operational cash flow the district needs to pay bills each month as well as handle unexpected financial challenges.
  • Advocating for Increased State and Local Funding – Given regional funding challenges, WSD is actively engaging with legislators and encouraging the community to advocate for changes in education funding to keep pace with inflation, fully fund special education, and fix the prototypical staffing model.
  • Demonstrating Fiscal Responsibility – The district is reinforcing its commitment to financial transparency by providing monthly financial updates to the Board and implementing clear financial reporting to ensure informed decision-making.
  • Developing a Long-Term Financial Plan – WSD is focused on building a multi-year financial strategy that ensures long-term stability, reduces the risk of future budget deficits, and sustains quality educational programs for students.

Commitment to Transparency and Board Engagement

At the request of the Washougal School Board, the district has increased the frequency and depth of financial reporting to ensure Board members remain fully informed. WSD now provides monthly financial updates, giving real-time insights into revenues, expenditures, and fund balance trends.

“The board is being provided with financial information in a clear, concise format to support our governance and decision-making,” said Sadie McKenzie, WSD School Board President. “The board appreciates the ideas shared by the community and has worked closely with the Superintendent to make sure we are preserving excellent programs for students as we create a sustainable budget.”

As WSD continues working toward long-term financial stability, district leaders remain committed to collaborating with the Board, staff, and community to make informed, responsible financial decisions that support student success.

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Preliminary Work Begins on Vancouver Washington LDS Temple Site

Camas, WA — The Church of Jesus Christ of Latter-day Saints has received approval to begin early construction work on the site of the future Vancouver Washington Temple. With the necessary permits in place, crews will start clearing the land, installing essential utilities, and realigning Bybee Road to accommodate the temple’s construction. These initial steps will prepare the site for further development and ensure proper infrastructure is in place.

“The commencement of this work marks an exciting milestone in the process of building a house of the Lord in the Vancouver area,” said Elder Gordon L. Treadway, Area Authority for the Church. “This sacred place will be a tremendous blessing for the many Latter-day Saints in the area and throughout Southwest Washington. We are grateful for the ongoing support and collaboration from the city of Camas.”

The building permit and design work for the Temple is ongoing, and while an official groundbreaking date has not yet been announced, an announcement regarding the groundbreaking will be forthcoming.

Temples of The Church of Jesus Christ of Latter-day Saints are considered sacred places of worship, where members participate in religious ordinances that strengthen their faith and family bonds. The Vancouver Washington Temple will serve Latter-day Saints in the region, providing a place of peace, worship, and spiritual growth.

Further updates, including the groundbreaking date and additional construction milestones, will be announced as the project progresses.

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How Do 3D Glasses Work Anyways?

If you take a look around the room, you’ll notice that you already see in 3D. Yet, something changes once you start to watch a movie or view an image that causes everything you see there to take on a two-dimensional appearance. New technology has transformed how you can enjoy a movie today by offering the ability to wear special glasses that create a 3D experience. Naturally, being able to put on a pair of glasses and see things differently sparks curiosity. Whether you’re wondering how 3D glasses work or are preparing to teach a science or technology class, it’s fun to delve into the details of what makes this magical experience happen.

Start By Understanding How Normal Vision Works

The first thing you’ll want to know is that the human head already functions like a 3D viewer. Although it’s a part of your face that barely gets much thought, the space between your eyes plays an important role in how you see the world. This gap helps you to see items that are in the distance while also being able to judge the general location, depth and shape of the things that you see in your field of view. The reason why you only see things from a 2D perspective in a movie or picture is because the image is taken from only a single camera rather than how things would be perceived through two eyes.

Get a Basic Overview of How 3D Images Work

To make a 3D photo or image, the creator uses multiple angles that are eventually superimposed on each other. Since your eyes currently operate as a 3D viewer, this causes the 3D images to appear blurry and unfocused when you view them without the special glasses. Adding the right type of 3D glasses gives the images depth and distance so that your eyes can process them properly again.

Interestingly, the history of 3D cinematography involved creators considering adding special views to the floor of theaters to allow people to view the movies from there. Unfortunately, the installation process was too expensive for the average theater to feasibly include in their budgets. The good news is that the ability to create individual glasses for people to wear helped to make 3D movies affordable for theaters to show and more enjoyable for the typical moviegoer.

Know the Difference Between Polarized and Anaglyph Glasses

You might have noticed that various theaters and other entertainment sources sometimes have different 3D glasses that they hand out. Exploring how the two most common types of 3D glasses work gives you more insight into why you may want to pick out a specific pair.

Anaglyph glasses are the typical cardboard glasses that you’ve seen in theaters that have one red lens and one cyan, or blue, lens. The simplest way to understand how these glasses work is that the red lens serves as a filter that takes out the redness in an image while the cyan lens does the same for blue. When this happens, the image takes on greater shape and depth that is capable of being processed by your eyes. Despite the lenses in these glasses filtering out the colors, you’ll notice that your eyes make up the difference in colors to allow you to see all of the hues in the images.

Polarized glasses look similar to sunglasses, but they have a slight tint on the lenses. At first glance, it may be difficult to tell how these could ever function as 3D viewers. But, it makes a lot of sense once you understand the technology behind them. To work, polarized 3D glasses only allow light waves to pass either vertically or horizontally through them. These types of 3D movies are made using two different images that are meant for each eye, and the polarization ensures that your eyes only see the specific image they are meant to. This has the effect of creating an illusion of depth.

Now that you understand how 3D glasses work, you’ll be able to take a moment to appreciate the effects when you watch a movie or view an image. In fact, it’s fun to pick up both types and conduct a brief experiment to see how each one works as you view different types of images and movies. Now that you understand how your vision changes in response to lenses that reflect colors and light in unique ways, you’ll be ready to tell everyone you know about how amazing this type of technology is for enhancing your favorite movies.

By: Katherine Robinson, a writer for American Paper Optics

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Gluesenkamp Perez, Dunn Introduce Bipartisan Vehicle REPAIR Bill

WASHINGTON, D.C. – Today, Rep. Marie Gluesenkamp Perez (WA-03) and Rep. Neal Dunn (FL-02) introduced the bipartisan REPAIR Act. The legislation will ensure vehicle owners have access to important repair and diagnostic data needed for auto repairs.

Vehicle owners and small automotive repair shops must pay a fee to the vehicle manufacturer to access repair data generated by their car or truck, making it increasingly difficult and costly to fix one’s own vehicle or take it to a preferred local shop. The REPAIR Act would affirm that this data belongs to the vehicle’s owner, not the manufacturer, making high-quality repairs more proximate for rural Americans and less expensive, while empowering more Americans to undertake their own repairs.

“Americans are tired of lip service about lowering prices or respecting the trades. We want to be able to fix our own stuff and to be stewards of our stuff and not reliant on a stream of cheap disposable crap. But auto manufacturers have made it increasingly difficult to exercise real agency,” said Rep. Gluesenkamp Perez. “It’s time for Congress to listen to ordinary Americans and pass right to repair legislation.”

“American consumers deserve full control over their vehicle repair and maintenance data to ensure they can find the best service for their vehicle at a reasonable price. Unfortunately, vehicle manufacturers are standing in the way of American consumers accessing their own data to use the repair shop of their choosing, limiting consumer choice,” said Rep. Dunn. “For far too long, manufacturers have championed anti-competitive practices by withholding crucial maintenance information, squeezing their customers and independent repair shops. Your vehicle belongs to you, not the manufacturer. I am introducing the REPAIR Act to provide a binding, workable solution to anti-competitive behavior in the auto repair industry to reaffirm consumer control over their vehicle maintenance data and empower them to work with repair shops big and small.”

“Americans want a car repair market that guarantees choice and protects accessible, affordable, and safe vehicle repairs,” said Justin Rzepka, Executive Director of the CAR Coalition. “We commend Rep. Neal Dunn and Rep. Marie Gluesenkamp Perez for their leadership in upholding consumer rights and promoting a free and fair car repair market. Today’s reintroduction of the Right to Equitable and Professional Auto Industry Repair (REPAIR) Act marks an important step forward in limiting unfair repair restrictions and empowering consumers to fix their vehicles on their own terms.”

“We sincerely thank Dr. Dunn for his leadership in tackling this existential threat to consumers and standing up for the rights of vehicle owners and vital businesses,” said Bill Hanvey, President and CEO of the Auto Care Association. “The REPAIR Act gained significant support and momentum in the previous Congress, demonstrating the broad, bipartisan recognition of the need to protect consumers’ right to repair their vehicles. Lawmakers, industry leaders, and everyday drivers understand that fair access to vehicle repair data is essential for competition, affordability, and consumer choice. With its reintroduction, we have an even greater opportunity to get this critical legislation across the finish line.”

“NFIB is excited to work with and support Rep. Dunn on this important legislation. The REPAIR Act is a much-needed piece of bipartisan legislation to increase competition in the automotive repair industry,” said Andrea McGee, Principal of Federal Government Relations at the National Federation of Independent Business. “Almost 90 percent of NFIB members support right to repair, making it one of NFIB’s top ten priorities. NFIB thanks Rep. Dunn for his tireless work on this issue that impacts so many small businesses across all industries.”

“MEMA Aftermarket Suppliers thanks Congressman Dunn for reintroducing the REPAIR Act. This bill is a critical step toward protecting consumer choice, competition, and innovation in the automotive aftermarket,”said Paul McCarthy, President of MEMA Aftermarket Suppliers. “Ensuring fair access in a cybersecure way to critical repair and maintenance data allows aftermarket manufacturers to continue innovating and providing high-quality, affordable parts to consumers. Without this access, competition is stifled, costs will rise, and consumer choice will be diminished. MEMA Aftermarket Suppliers strongly supports this legislation to protect a vibrant and competitive aftermarket that benefits drivers, repairers, and manufacturers alike.”

Full text of the bill is available here.

Rep. Gluesenkamp Perez previously helped introduce the legislation in the 118th Congress and it passed a House Energy and Commerce Subcommittee markup.

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Washougal Early Learning Enrollment Now Open

Washougal, Wash — Washougal School District early learning program applications are open now for the 2025-26 school year. Families of children aged four or younger as of September 1, 2025 are invited to apply to Transition to Kindergarten, Developmental Preschool, the Early Childhood Education Assistance Program (ECEAP), or Birth to Three programs in Washougal School District. These programs are free to families and provide high-quality learning experiences that will prepare early learners for a great start to kindergarten. The district is also surveying interest in restarting the tuition based Community Education preschool program.

Transition to Kindergarten (TK)

TK is a free kindergarten readiness program for four-year-old students. TK students attend five full days of learning per week beginning in late September. The TK curriculum is built around purposeful play, active learning, and low student to staff ratios.  Students benefit from art, music, library, PE, and more in a fun, hands-on learning environment. This early learning opportunity is in high demand and seats are filling quickly. Families are encouraged to apply now for the 2025-26 school year. 

Transportation is provided for students outside of the walking boundary of their local school. Students can also participate in the school meal program as well as recess and other school opportunities. Programs are located at each Washougal elementary school.  Interested families can fill out an interest survey on the district’s website https://www.washougal.k12.wa.us/transitional-kindergarten/

Developmental Preschool

Washougal’s Developmental Preschool is a free early learning program for students aged 3 and 4 with identified developmental delays. The program is for students who qualify for additional support in the areas of cognitive development, motor skills, social skills, behavior, speech, language, hearing, or vision needs. The program is tailored to the needs of each student, working with specialists and the students’ family to make decisions about ways to best serve the child. Transportation is provided for students in the developmental preschool. The Developmental Preschool program is located at Hathaway Elementary School.


The Developmental Preschool program supports students with a half day of learning, four days per week.  If you have concerns with your child’s development, reach out about a Child Find Screening appointment by calling 360-954-3831.

Birth to Three Program

Washougal School District partners with Educational Service District 112 to screen students aged three and younger to determine if they would benefit from additional support and services through the Birth to Three program. You can learn more about the program by visiting the ESD 112 webpage, which includes information about how to contact program staff and create a referral.

EOCF ECEAP (Early Childhood Education Assistance Program) at Hathaway

Early Opportunities for Children & Families and Early Childhood Education Assistance Program The EOCF ECEAP Preschool program at Hathaway invests in young learners by providing a free comprehensive school day preschool model to eligible families serving three- and four-year-old students. The program operates from September to mid-June. Visit the EOCF page or call 360-567-2720 to learn more about these programs and how your child and family may qualify based on current enrollment factors.

Tuition-Based Community Education Preschool for 3 & 4 year olds

Washougal School District is surveying families of three and four year olds to determine if there is enough interest to restart the Community Education Preschool program.  The Community Ed Preschool program is a tuition-based program which would serve students in a half day program four days per week, with a low student to instructor ratio, with an estimated monthly cost of about $600 per student.  If you have a three or four year old, and would be interested in this program which would start in September, let us know using our interest survey.

Washougal
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Two Rivers Heritage Museum Reopens After Winter Maintenance Closure

Washougal, WA — The Two Rivers Heritage Museum (TRHM) will welcome back visitors Saturday, March 1 after its annual winter maintenance closure.  Open each Saturday through October from noon to 4 pm, the museum is located at 1 Durgan Street in downtown Washougal, across from the Pendleton Woolen Mill. TRHM is operated by Camas-Washougal Historical Society (CWHS) volunteers and features a wealth of photos, artifacts and information about the people, places, and businesses prominent in the early years of Camas and Washougal. 

Thanks to the efforts of volunteers during the winter closure, guests will enjoy improved displays that bring local history to life in new and interesting ways. Recently, museum leadership prepared for reopening with a volunteer training session and a clean-up day to make sure the space shines.

“We are excited to welcome visitors back and to share the updates we have made,” said Dick Lindstrom, CWHS President.  “Our volunteers have put in many hours during our closure to make sure our exhibits are informative, engaging, and reflect the incredible heritage of our community. There is also a lot of volunteer effort all year long behind the scenes to manage artifact donations, update our archive database and to work on building maintenance.”

Popular displays include artifacts and information on Native American baskets and stone tools, early physicians, the fishing, lumber and farming industries, a 30s style kitchen, woodworking tools, early mining, military uniforms and wartime artifacts, teddy bears, items from historic Fern Lodge, traveling loom, household items, toys and more.

One of the newest exhibits, “Pieces of History: An Artifacts Timeline,” was dedicated in May 2024.  

“It is filled with stories and images recounting monumental moments and everyday events of our history and is inspired by items from the museum’s collection,” said Karen Johnson, TRHM Display Committee Chair. “It has quickly become a favorite among visitors.”   

“There is just so much to see and learn here,” said Lindstrom. “Our space is bigger than most people think it is.  We have around 6,000 square feet of displays! We joke that we are the ‘best kept secret’ in the area. We get more visitors from out of town than from our own community.  We hope more locals will come in.  We are sure they will see items that stir up some memories.”

The museum gift shop offers a selection of postcards that feature historic photos of Camas and Washougal and images of artifacts in the museum, beautiful rugs woven onsite with Pendleton wool fabric trimmings, a variety of surplus antiques as well as many books about local history by local authors.

The Two Rivers Heritage Museum admission is $5 for adults, $4 for seniors, $2 for students and free for children under 5 and all CWHS members. Group tours for eight or more are available any day of the week (by appointment only).  Leave a message at 360-835-8742 for scheduling.

CWHS is always looking for volunteers and new members to join and help support the preservation of local history. More information about the CWHS and the Two Rivers Heritage Museum can be found on their website at www.2rhm.com.

The Two Rivers Heritage Museum, 1 Durgan Street, Washougal, opens its doors for visitors on Saturdays through October starting March 1, from noon to 4 pm. Admission costs are $5 for adults, $4 for seniors, $2 for students and free for children under 5 and all Camas-Washougal Historical Society members.

About Two Rivers Heritage Museum:

The Two Rivers Heritage Museum is dedicated to preserving and sharing the rich cultural and historical heritage of the Camas-Washougal area. Through exhibits, artifacts, and educational programs, the museum provides a glimpse into the past, celebrating the people and events that shaped the area.

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Stuebe Bill to Support Search, Rescue Efforts Receives Public Hearing

The House Technology, Economic Development, and Veterans Committee held a public hearing on Tuesday for Rep. David Stuebe‘s first bill as a Washington state legislator.

House Bill 1625 would create a grant program to support backcountry search and rescue organizations and volunteers.

“I’m happy to see this bill receive a hearing because we need to help the agencies and responders who answer the call to rescue people in emergency situations,” said Stuebe, R-Washougal.

The Washington State Military Department Emergency Management Division estimates that approximately 1,000 search and rescue missions occur annually in Washington.

“Natural disasters and other emergencies are becoming more common, especially, when people head out to explore wilderness areas in Washington,” added Stuebe. “This grant program would create a way to help fund these backcountry search and rescue efforts and prevent the state from taking on more expenses.”

HB 1625 would create the Backcountry Search and Rescue Account and a mechanism to fund the grant account through legislative appropriations, donations, grants, or funds from other public or private sources. Sen. Keith Goehner, R-Chelan, introduced a companion bill in the Senate, SB 5631.

The Washington State Military Department would administer the program, creating the account in the state treasury.

If the legislation passes, the new rescue grant program would provide grants to search and rescue organizations for backcountry search and rescue volunteers’ planning, equipment, training, exercise, and operation costs. It would also allow counties, cities, and towns to recover backcountry search and rescue costs that are not reimbursed through other sources.

“This bill makes sense for everyone involved,” said Stuebe. “If we can use this program to fund these emergencies, rescuers would have a better chance of saving people in need. This program would provide better training, better resources, and better outcomes.”

The bill now waits for a vote by the committee.

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Gluesenkamp Perez Holds Log Truck Roundtable, Visits Wahkiakum County

PUGET ISLAND, WA – Last week,Rep. Marie Gluesenkamp Perez (WA-03) held a roundtable with log truck operators, visited the Puget Island Alternate Water System Project, and toured Grays River priorities.

During Rep. Gluesenkamp Perez’s roundtable with Southwest Washington log truck drivers, the group discussed the need to make it easier to run or start an independent operation and hire apprentices, make common sense adjustments to federal regulation, and ensure more young people have the training necessary to pursue these careers early and safely.

“Being able to harvest and move timber is an important part of being able to prevent wildfire, build houses, and support family wage jobs. Hearing from our log truck operators, a decline in timber and complicated red tape can make it difficult to run a small, family operation, much less get one off the ground,”said Rep. Gluesenkamp Perez.“We had a productive discussion about ways to ensure federal regulations actually make sense for independent operators and to get more young people the skills they need to build these careers as the workforce ages. Having operated an auto repair and machine shop before coming to Congress, I know how difficult it can be to hire an apprentice, yet these opportunities remain a critical pathway to the middle class.”

Last month, Rep. Gluesenkamp Perez’s provisions were signed into law to extend eligibility for the Forest Service’s Good Neighbor Authority (GNA) for federal forest restoration and management projects to Tribes and counties to increase opportunities for cross-boundary restoration.

Afterward, Rep. Gluesenkamp Perez spoke with Wahkiakum PUD about local utility priorities and visited the site of the Puget Island Alternate Water System Project.

In March, Rep. Gluesenkamp Perez secured $959,752 of federal funds for the project as one of her Community Project Funding (CPF) requests. The funding makes the project possible without rate impacts to Wahkiakum PUD customers.

“Nearly a quarter of Wahkiakum County lives on Puget Island, and they’re served by a single water supply. Right now, three of four fire hydrants don’t have adequate water flow, so I secured funds to build an alternate, reliable water source to keep folks safe and protect their livelihoods and reliable access to clean water. By bringing our federal tax dollars home, we’re avoiding a rise in utility rates to get this done,” said Rep. Gluesenkamp Perez. “Wahkiakum PUD has a small but mighty team that takes immense pride in doing high-quality work in house. I’m glad I could see their skilled work firsthand as this critical project rapidly gets underway.”

The Congresswoman has helped bring home more than $12.9 million for water and wastewater projects across Southwest Washington. An interactive map of community investments she has supported can be found at gluesenkampperez.house.gov/invest.

Gluesenkamp Perez
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Building Industry Association, GRO Host 2025 GRO Parade of Homes Groundbreaking

Vancouver, WA –The Building Industry Association of Clark County (BIA) has officially broken ground for the 2025 GRO Parade of Homes, set to take place at The Nines at Camas Meadows. This year’s event marks the first time since 2019 that the GRO Parade of Homes has returned to Camas. The showcase will feature six homes, each offering a unique interpretation of luxury living.

“We are excited to present a diverse array of home styles for this year’s GRO Parade of Homes,” stated Alexa Lee, the 2025 GRO Parade Homes Committee Chair. “With the return of a seasoned builder and the debut of three new builders, we anticipate fresh designs, innovative ideas, and inspiring concepts that are sure to captivate the public.”

The 2025 GRO Parade of Homes will feature projects by NR Construction, NW Fortune Development, Pacific Lifestyle Homes and Urban NW Homes. This annual event celebrates craftsmanship and design innovation, providing community members and potential homebuyers with an opportunity to explore the latest trends, developments, and design features. Visitors can engage with builders, learn about cutting-edge techniques, and gain insight into modern homebuilding.

“As we begin our fourth year as the title sponsor of the GRO Parade of Homes, we are proud to have been part of such an impactful event,” said Garret Hergert, owner of GRO. “This event celebrates the incredible design and craftsmanship of our local builders, and we look forward to seeing this year’s showcase continue the tradition of excellence while inspiring the next chapter in homebuilding.”

Now in its 47th year, the BIA’s GRO Parade of Homes continues to bring together developers, builders, suppliers, and sponsors to create an immersive home show experience for the community. Over 13 days, the event aims to draw more than 10,000 visitors, including industry professionals, realtors, potential homebuyers and guests. Highlights include special event days such as Hero Day, honoring first responders, military and educators, and Builder & Realtor® Day, which will foster industry conversations for local professionals and guests.

“This year’s GRO Parade of Homes brings a fresh mix of design and luxury to Camas for the first time since 2019,” said Danielle Kilian, BIA Event Director. “With six incredible homes on display, visitors will explore a variety of single-family homes along with an attached home, offering a glimpse into the different levels of luxury available at The Nines at Camas Meadows. It’s an exciting opportunity to experience a range of styles and craftsmanship in one location.”

For more information regarding the Building Industry Association of Clark County or about BIA home shows email danielle@biaofclarkcounty.org or visit www.biaofclarkcounty.org or www.groparadeofhomes.com.

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Estate Planning in Times of Change: Part 1

With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you’ve been waiting for the “right time” to create or update your estate plan, there’s no time like the present, which presents opportunities and urgencies that demand attention. With anticipated changes on the horizon and favorable conditions that won’t last forever, understanding your options has never been more critical.

In this two-part series, we’ll explore what we know for certain, what remains unclear, and most importantly – what you can do about it. Next week, we’ll look at strategies for protecting loved ones who may be especially vulnerable in the coming years. But this week, we focus on taxes, interest rates, and asset protection. Let’s dive in.

What We Know About Taxes and Interest Rates

Here’s what we know: The current estate planning environment offers some significant advantages that won’t last forever. The estate tax exemption for 2024 sits at $13.61 million per person ($27.22 million for married couples) – the highest it’s ever been. That number increases in 2025 to $13.99 million per person (or $27.98 million for married couples). You can transfer substantial wealth to your loved ones without triggering federal estate taxes. This creates a once-in-a-lifetime opportunity for many families to secure their legacy and protect their assets from future estate tax exposure.

However, we also know that this generous exemption is scheduled to sunset on December 31, 2025. Without new legislation, the exemption amount will drop significantly – to approximately $7 million – on January 1, 2026. This means that gifting assets out of your estate in 2025 could give you a $7 million opportunity to move assets that otherwise could be subject to estate tax rates that have been as high as in the past. When you are considering whether to gift assets out of your estate in 2025, remember to consider:

1. Not just the current value of your assets, but what they will grow to over your lifetime;

2. You can gift assets in ways that allow you to maintain aspects of control and even use. Call me and let’s discuss it.

3. The earlier in the year you get started on your considerations, the less expensive your planning will be, and the more likely we can get it done in time, so if you are likely to have an estate over $7 million in value at the time of your death, call me immediately to schedule.

Pausing here momentarily, I want to point out something important: Your estate may be larger than you think. For tax purposes, your estate includes your home’s fair market value (minus the mortgage) and any other real estate you own, life insurance policies, retirement accounts, investment accounts, and other assets. So, while you may have assets that total less than the $13.99 million exemption in 2025, you very well could be affected by the 2026 exemption. If you want to know for sure, I can help. Read on to find out how to book a call with me.

Additionally, 2024 gift tax laws allow you to give up to $17,000 per person annually without triggering any tax consequences. For married couples, you could give up to $34,000 to each child, grandchild, or anyone else to protect assets and pass them to your loved ones without tax liability. This is separate from the lifetime estate tax exemption and represents an additional tool for reducing your taxable estate. In 2025, the gift tax exclusion will increase to $19,000 per person.

Interest rates are another crucial factor. After a period of historic high interest rates intended to curb inflation, rates have finally begun to decline (though at the time of publishing, rates are fluctuating). Lower interest rates could make specific estate planning strategies particularly effective, especially if you want to transfer wealth to future generations. To learn more, book a call with me below.

Now that you’re clear on the current state of taxes, interest rates, and asset protection, let’s shift gears and discuss what’s uncertain.

What Remains Uncertain

We can anticipate changes with the new presidential administration and legislative session, but what those changes are is unclear. Different administrations often have vastly different approaches to tax policy, which can significantly impact estate planning strategies.

Here’s what we don’t know:

  • Whether new legislation will freeze the current exemption and stop the estate tax exemption from dropping in 2026
  • How long interest rates will continue to decline
  • What changes might come to the gift tax exclusion and other wealth transfer tools
  • Whether state-level estate taxes might change in response to federal shifts
  • How treatment of retirement accounts and inherited IRAs might evolve
  • Whether new restrictions might be placed on currently available planning strategies

With all this uncertainty, you may feel tempted to sit back and see what happens. However, waiting could mean missing valuable opportunities to protect your family’s financial future. History shows us that when tax laws change, they often do so quickly and with limited opportunities to act before new rules take effect. So, the time to at least have a conversation and start the discussion is now.

Why You Need to Take Action Immediately

Combining what we know and what remains uncertain creates a clear imperative: you should take immediate action. Here’s why:

Current Benefits: Today’s high exemption amounts and declining interest rates create optimal conditions for transferring wealth. By acting now, you can lock in these advantages before they potentially disappear. Many of the strategies available today might be limited or eliminated in the future.

Future Protection: I help you create a properly structured Life & Legacy Plan that can help shield your assets from future tax changes. While we can’t predict what changes will come, we can build flexibility into your Life & Legacy Plan to adapt to various scenarios. This might include using specialized trusts, family-limited partnerships, or other advanced planning tools that can provide long-term benefits regardless of how tax laws change.

Peace of Mind: Beyond tax considerations, creating a Life & Legacy Plan ensures your wishes will be honored and your loved ones protected, regardless of what changes come at the federal or state level. This includes ensuring your healthcare directives are current, your power of attorney designations are appropriate, and your asset protection strategies are robust. I also help you keep your plan updated over time so your plan always works – no matter who’s in office.

Family Security: The actual value of estate planning goes far beyond tax savings. It’s about ensuring your family has the resources and guidance they need when you can no longer provide them. This includes protecting your children’s inheritance, providing for family members with special needs, and ensuring your charitable goals are met.

Speaking of family members with special needs, check back next week. In Part 2 of this series, we’ll explore specific strategies for protecting vulnerable family members and preserving family harmony through times of change. We’ll also discuss planning considerations for LGBTQ+ families, families with children who have special needs, and other situations requiring special attention in today’s environment.

Your Next Steps

I understand that these changes and uncertainties can feel overwhelming. That’s why I offer a Life & Legacy Planning® Session designed to help you understand exactly how these current conditions and upcoming changes might affect your family.

Don’t wait until the last minute to act. While tax considerations are important, the real value of estate planning lies in protecting your family and preserving your legacy.

Take the first step toward securing your family’s future by booking a Life & Legacy Planning Session.

Contact us today!

This article is a service of Res Nova Law, a Personal Family Lawyer® Firm. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That’s why we offer a Life & Legacy Planning™ Session, during which you will get more financially organized than you’ve ever been before and make all the best choices for the people you love. You can begin by calling our office today to schedule a Life & Legacy Planning™ Session.

The content is sourced from Personal Family Lawyer® for use by Personal Family Lawyer® firms, a source believed to be providing accurate information. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking legal advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

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