Articles and Blogs
Notes from Derek
August: Back to School
Back to School!Planning for Your KidsWhether your child is starting 3rd grade or college, the beginning of the school year is an eventful and important time, especially this year. In honor of this, I would like to bring attention to the ways in which you can protect...
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....
June: Starting Pride Month off right, COVID-19, and more
Notes from Derek: Starting Pride Month off right, COVID-19, and moreStarting Pride Month off right June is LGBTQ+ Pride Month. This month is dedicated to supporting and honoring members of the LGBTQ+ community. It is especially important to recognize their ongoing...
Article Library
Your 5 Task Year-End Estate Planning To-Do List
2021 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is...
Planning on Giving Money this Holiday Season? 5 Things to Consider
The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a point in your life were you have enough from a financial standpoint. If you...
Which Distribution Method Is Best? Showing Your Children the Love
If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible ways you can show your love once you are gone. What you may not know is that there are a variety of ways that you can leave money and...
Anita’s Blog
Signing Requirements for Living Wills and Power of Attorneys
Estate planning documents can often be signed without an attorney being present. Some people may prefer the convenience and safety of their home and others may need to sign their documents while hospitalized or traveling. The required formalities for executing...
HIPAA: An Overview for Young Adults
The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and privacy. For minors, this is a non-issue because parents have access to their children’s...
Healthcare Power of Attorney: What Your Agent Needs to Know
Even those who are currently in good health, may suddenly become too ill to make healthcare decisions for themselves. They may become unconscious after an accident, needing someone to stand in their shoes to make those decisions for them. A medical power of attorney...
