The SECURE Act: How Does It Affect Your Retirement Accounts?

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a...

What to do with the family heirlooms and keepsakes

When most people think of estate planning, they think of assets that include money, real estate, and personal property. But, included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. This type of property should not be...

Military Family Estate Planning

No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up — or revising an existing —estate plan. Military families need to consider special estate-planning issues that others do not. This is...

Can a Non-U.S. Citizen Create an Estate Plan in the U.S.?

The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the United States. Some of them have become U.S. citizens, but many non-citizens live in the United States as well. In 2019...

July: Happy Independence Day!

Happy Independence Day! For many people the 4th of July marks the official beginning of summer. School has been over for awhile and the Seattle weather is just starting to warm up. This year, the 4th of July comes during a time that has been difficult for many people....