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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.
November 2022 Newsletter
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Jensen Law Office November Newsletter Gifting in Washington StateAs the holidays approach, you may find yourself thinking about the important people in your life and how you can best outfit your estate plan to help them. The accumulation of assets over one's lifetime can be put to a lot of good after death, if...
October 2022 Newsletter
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Jensen Law Office October Client Newsletter Is Your Estate Plan a Trick or Treat for Your Loved Ones?Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the dirtiest tricks that can be played on an unsuspecting family member may be lurking in the...
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...
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Seattle, WA 98133
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