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....

Article Library

Giving Thanks With Your Estate Plan

Estate planning covers more than just financial matters. Indeed, many use their estate plan to pass along their values as well as their wealth. One way to do this is to give thanks with your estate plan, by designating charitable giving or specific gifts that will...

How A Living Trust Helps Your Family

There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include privacy, tax benefits, avoiding probate, and caring for family members with special needs. Estate planning also lets you dictate...

Anita’s Blog

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...

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