Articles
from Our Office
Featured:
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
General Knowledge:
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Estate Planning:
Clients Who Have Outgrown their Estate Plan
Clients Who Have Outgrown Their Estate PlanAs estate planning attorneys, we work hard to set up estate plans that fit a client’s needs and ensure that everything works together for the client and their loved ones. Estate plans remain effective as long as they accurately reflect a client’s...
Decoding the IDGT Debate: IRS Revenue Ruling 2023-2 and Its Impact on Estate Planning
Discover the implications of IRS Revenue Ruling 2023-2 on Intentionally Defective Grantor Trusts (IDGTs). The ruling clarifies that gifted assets to an IDGT are taxable to the grantor for income tax but do not receive a step-up in basis upon the grantor’s death. Learn how this affects estate planning strategies and asset protection for beneficiaries.
The Interplay of Directive to Physicians, Healthcare Power of Attorney, and POLST Forms in Washington State: A Story of Collaboration
The Interplay of Directive to Physicians, Healthcare Power of Attorney, and POLST Forms in Washington State: A Story of CollaborationIn the realm of healthcare, making decisions about future treatment options can be a complex process. It requires a deep understanding of one's values, aspirations,...
Estate Administration:
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Recent Articles From Our Office:
How to Get Organized to Meet With Your Estate Planning Attorney
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s the next step? You can do one of two things: (1) Simply wait for the...
Trust Funding: Setting Your Trustee Up for Success
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn’t end the estate planning process: To work...
Should I add my child’s name to my account?
My clients often ask whether or not it is a good idea to add their child name to their accounts. Adding a child as Power of Attorney (POA) on your account, may be useful if there is ever a period of time you are incapacitated. However, adding a child as co-owner or Payable On Death (POD)...
Are You Following Your Estate Plan?
An estate plan is like a map to the way your life's work should be honored. It is meant to be followed. But in order for others to follow it, you must first. Your estate plan should be a carefully thought out plan designed to distribute your assets efficiently and effectively with your legacy in...
Five Surprisingly Common Planning Mistakes Baby Boomers are Making
Baby boomers - the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial transition into retirement, many are...
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay bills and taxes, save and invest for the future, buy and sell property, provide for your loved ones, keep accurate records, and generally keep...
Phone
(206) 547-1412
Click to Email
Hours: 9am - 5pm, M-F
Seattle Office & Mailing Address:
1833 N 105th St, Suite 301
Seattle, WA 98133
Bellevue Office:
400 112th Ave NE
Suite 340
Bellevue, WA 98004
