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.
You’ve worked hard to build your wealth, and you’d like to keep it in your family after you’re gone. Of course, you also want to minimize the estate taxes owed by your loved ones. One means of doing that is through a generation-skipping trust (GST). Let’s look at what...
When people start getting older, sometimes they need to rely on others. Whom they rely on is just as important as how those people help them. There have been many times when the elderly have relied on the wrong people, and their families found out too late. They may...
Many people move out to the Pacific Northwest looking for a change in pace to advance their careers or retire. While many new residents plan for many things, revisiting their estate plan that they originally drafted in another state usually isn't one of them --...