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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...

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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...

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Estate Administration:

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Recent Articles From Our Office:

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...

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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.

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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,...

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Peace of Mind for Parents: The Importance of College Student Estate Planning 

Amidst the preparations of sending your child to college, estate planning might not be top of mind. However, even young adults can benefit from basic estate planning, including documents like Durable Power of Attorney, Living Will, and HIPAA Authorization. Ensuring their wishes are respected and interests protected, this process fosters independence and prepares them for the responsibilities of adulthood.

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