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Estate Planning:
Estate Planning: The Symphony of Wealth Management
Estate Planning: The Symphony of Wealth ManagementEstate planning for the affluent is akin to conducting a complex symphony, requiring harmonious integration of various instruments - or in this case, assets. It begins with a comprehensive evaluation of all assets and liabilities and a keen...
Estate Planning Simplified: Managing Your Assets Wisely
Estate Planning Simplified: Managing Your Assets WiselyThe Will and Asset Dilemma: Where to Begin? Estate planning can seem like an intimidating maze. But fear not, it's merely a process of ensuring the smooth transition of your assets. A central question is, which assets do you incorporate into...
Securing Wealth in the Evergreen State: The Power of Funding a Trust
Securing Wealth in the Evergreen State: The Power of Funding a TrustA trust is a vital component of financial planning, offering effective solutions for wealth management, inheritance planning, and tax minimization. Despite the significant advantages, a trust remains an underutilized estate...
Estate Administration:
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Recent Articles From Our Office:
What You Need to Know About Beneficiary-Controlled Trust
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 What You Need to Know About Beneficiary-Controlled Trust Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can...
Retirement Planning Update
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Retirement Planning Update Although we are still in the midst of winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs),...
The Essential Planning Everyone Needs
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 The Essential Planning Everyone Needs Over the past couple months, our team at Jensen Law Office, has started to explore some new ideas to make estate planning more accessible to everyone. We firmly believe that estate...
The Recipe for a Satisfying Estate Plan
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 The Recipe for a Satisfying Estate Plan Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebrities. But that could not be...
New Year, New Estate Plan
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 New Year, New Estate Plan Welcome to 2023! A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But making New Year’s resolutions is...
Important Milestones You Can Incorporate in Your Estate Plan
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Have You Made New Year's Resolutions? Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty can create estate planning challenges. Because...
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