In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus. We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
For many, the end of the year is a time for reflection and taking steps to start the new year in the best possible position. That is why so many people make New Year’s resolutions, essentially due to their inner reflections. Some of the matters people reflect on...
As a new tax year arrives, it’s a good time to look at refining your estate plan. Policy changes often start at the beginning of a new year, and you may have changes in your life that could influence if your estate is or is not taxed. On top of that, you may want to...
Estate planning is an important process that offers security for you and your loved ones. Ultimately, only you know what your final wishes are, but you will most likely have to rely on professionals to ensure that they are carried out. Professionals who are placed in...
It is not unusual for disputes to arise whenever a loved one passes on. One of the major causes of disputes is usually related to how the decedent’s properties are divided amongst their heirs. Fortunately, a sound estate plan can go a long way in minimizing most...
When you create an estate plan, you hope it contains your desires for your assets and properties when you are incapacitated or when you pass on. Chances are you and your Washington estate planning professional spent countless hours creating a document that reflects...
Planning ahead to ensure that your wishes are known and will be honored should something happen to you is always fulfilling. This is where an estate plan comes in. However, an estate plan is not a document that you “create and forget.” Certain life events may require...
You know that you will need an estate plan eventually. Like most Americans, though, you haven’t made that plan yet. It’s something you want to do in the future. Your reasoning is simple: You’re in your 30s, you have only been married for a few years, your child is...
The death of a loved one can cause various reactions among loved ones. Tensions can often be high, and people frequently seek ways to vent their frustrations. Arguments over a final estate are just one way that conflicts can manifest themselves. Fortunately, there...
You’ve got a few lovely pieces of jewelry in your family -- some of which you purchased yourself and some of which you inherited. As you start to think ahead to your own estate plan, you’re concerned about how to divide the items fairly among your own heirs. Here are...
People who have estate plans periodically review these documents after going through significant life changes like marriage, divorce or getting kids. But what about when you move to a new state? Every state has unique laws regarding estate planning documents like...