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April Newsletter
Jensen Estate Law
April Newsletter
Understanding Beneficiary Roles in Estate Planning
Our latest article explores the indispensable role of beneficiaries in shaping the destiny of your assets. Distinguishing between primary and contingent beneficiaries, we emphasize the need for legal consideration in aligning their roles with both intentions and guidelines. Additionally, we highlight the strategic use of trusts as beneficiaries for specific goals. Recognizing the evolving nature of life, show the importance of regular updates to beneficiary designations to avoid legal complications.
Beneficiary Selection: Balancing Emotion and Strategy in Estate Planning
Selecting beneficiaries in estate planning is more than paperwork; it’s a strategic decision with lasting impacts. At Jensen Estate Law, we recognize the significance of this process and aim to demystify it for you. This article provides practical insights into the role beneficiaries play, factors to consider, and how to navigate potential challenges.
Navigating the Complexity of Distributions in Estate Planning
In estate planning, how your assets are distributed is a critical factor. This article dives into effective distribution planning methods, covering gradual distributions, age-based approaches, purpose-specific allocations, and the strategic use of testamentary trusts. From aligning with testamentary wishes to legal and tax considerations, we offer practical insights for tailored strategies.
September 2022 Newsletter
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Jensen Law Office September Client Newsletter Handling S Corporation Interests in Estate Planning: Electing Small Business Trusts and Qualified Subchapter S TrustsOne of the many challenges of owning a small business is determining the appropriate tax classification of the business. When an individual owns...
Unclaimed Property – What is it, Where to find it, and Its Impact on Estate Planning and Administration
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133Unclaimed Property - What is it, Where to find it, and Its Impact on Estate Planning and Administration August Newsletter For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of how careful we are with our finances, it is possible for...
Trust and Estate Administration: Whom Should You Bring to the Meetings?
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133Trust and Estate Administration: Whom Should You Bring to the Meetings? July Newsletter A loved one’s passing is felt by their entire surviving family. But when it comes to carrying out the decedent’s final wishes, not everyone has an equal say. In fact, in many cases, only one person—the executor, or personal...
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