estate planning attorney

What to Know During the Guardianship Nomination Process

What to Know During the Guardianship Nomination Process

If something happened to you and you were unable to take care of yourself or your children, who would step in? Ideally, it would be someone you chose. Nominating a guardian before something happens allows you to do just that. What Is a Guardian? Think back to school forms asking for a parent or legal…

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Maximizing Tax Umbrellas for Estates

You have made it your life’s work to leave your family with substantial assets to provide for them after you are gone. Legacy is extremely difficult to build, but the estate tax law in the United States does not seem to take this into consideration. Estate tax can rip as much as 40% of your…

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Planning Pitfalls: The Most Common Estate Planning Mistakes

Most people do not like to think about their eventual demise, and they certainly don’t like asking uneasy questions about estate planning. In fact, 6 in 10 adults in the United States do not have a will or living trust. And that is a problem, considering how many people want their assets to pass on to their…

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How Planning for Being Incapacitated Will Strengthen Your Whole Family & Estate Plan

When you think about it, planning your estate is not about dying. It’s about managing and protecting your assets, and who gets to control them, while you are living. If you become incapacitated, having an incapacity plan in with your overall estate plan ensures that your best interests are clear. It also ensures your family is…

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Setup a Kid’s Protection Plan Today, Here’s How to Do It in Spokane, WA!

Setup a Family Estate Plan Today, Here’s How to Do It in Spokane, WA!

When you started having children, the last thing you probably thought about was setting up a Family Estate plan. We do not like to be forced to think about a time when we may not be able to take care of children. However, the sad reality is that for some, it does happen. Setting up…

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Setting up a Durable Power of Attorney in Washington State

Setting up a Durable Power of Attorney in Washington State

Setting up a Durable Power of Attorney in Washington State is pretty straightforward. In this article is a brief description of what a Durable Power of Attorney actually is, as well as some specific rules that you must follow to set up a durable power of attorney in Washington State. Durable Power of Attorney (POA)…

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What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your Personal Family Lawyer®

What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your Estate Lawyer

Whether you have met with an estate planning attorney before or it is your first time, it is important to understand how working with an Estate Lawyer is different than meeting with a traditional lawyer. This article will explain what is involved with such a consultation, and it may even inspire you to meet with…

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What Legal Documents Do I Need for my Estate Plan?

What Legal Documents Do I Need for my Estate Plan?

When setting up an estate plan, you may find yourself needing to find a lot of different documents. If you are using an estate planning attorney, you might find yourself asking, “What legal documents do I need?”  And more to the point, “what do I need to prepare these documents?” To help you, we have…

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Break Down Estate Planning By Using These Worksheets

Break Down Estate Planning By Using These Worksheets

Estate planning is not something you are probably thinking about… especially if you are decades out from retirement.  It is one of those things we all know we should do but don’t think about until we are much older.  Sometimes, sadly, we do not think about it until it is too late. However, regardless of…

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Who Can Help Create a Durable Power of Attorney in WA State

Who Can Help Create a Durable Power of Attorney in WA State

Most of us do not like to think about it, but what happens if we are unable to make our own decisions regarding our health and finances? Who is going to make those decisions for us? Are the decisions being made what we would decide if we could? Having a durable power of attorney in…

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