September: How to not fumble your estate plan

My favorite time of year has finally come again: University of Washington Husky Football! After over of a year and a half of pandemic life it is finally time to start living life somewhat normally again. And watching football is a good place to start.

I would be remiss if I did not mention that another good place to start is in doing the things that were not possible during the peaks of COVID-19, namely in-office meetings, especially signings. Recently, businesses in Washington state were allowed to start reopening and functioning close to normal. I am very excited to be able to work with my clients in-person again. I want to assure those who are not completely comfortable with this that measures will be taken to offer as much protection as possible. Masks will be worn, social distancing will be practiced, and surfaces will be wiped down before and after each meeting. Appointments by video call or phone will also be available and advised for consultations.

As we start to move out of the pandemic, my main goal is to be there for my clients and to help them with their planning needs. If this past year and a half has shown us anything it is that it is imperative to be prepared. I am here to guide you through this.

-Derek Jensen

 

Covid-19 Updates

As COVID-19 regulations are being rolled back, we now have to re-learn to be comfortable with the things we used to do. Our business is completely open and in-person appointments are available for those that find them most conducive to our work here, but we have had immense success with our virtual meetings and other ways to address all of our client’s needs. All of these options are still available. Our goal is to help our clients move into our new future feeling completely safe.

It’s All in the Family: Understanding Common Legal Terms That Describe Loved Ones in Estate Planning

While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines use these terms interchangeably, words describing familial...

Saving for College: What If There Is Money Left Over?

Setting money aside for your children’s or grandchildren’s education is a great way to provide for their future. However, it is possible that not all of the money you have set aside will be used for college expenses. For example, your child may receive a large...

Your 5 Task Year-End Estate Planning To-Do List

2021 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is...

Planning on Giving Money this Holiday Season? 5 Things to Consider

The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a point in your life were you have enough from a financial standpoint. If you...

Which Distribution Method Is Best? Showing Your Children the Love

If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible ways you can show your love once you are gone. What you may not know is that there are a variety of ways that you can leave money and...

Your Divorce Decree: The First Step in Estate Planning

You have recently divorced your spouse and the judge has signed the divorce decree. Now what? Although you may feel as though you have spent enough time and money on lawyers, there is one last attorney you need to talk to: an estate planning attorney. If you and your...

Estate Planning is Like Building a Snowman

A complete estate plan must include certain essential parts. In fact, it is similar to building a snowman in some respects. The traditional snowman has several critical components: bottom, middle, and top snowballs, as well as “arms” and a “ face.” If any of these are...

Giving Thanks With Your Estate Plan

Estate planning covers more than just financial matters. Indeed, many use their estate plan to pass along their values as well as their wealth. One way to do this is to give thanks with your estate plan, by designating charitable giving or specific gifts that will...

Important Steps to Protect Your Special Beneficiaries

All children are a blessing. From the day they are born, you begin making plans to ensure that your child or grandchild has a bright future. What will their interests be? What job will they have? Who will they marry? While these are common concerns for most families,...

How A Living Trust Helps Your Family

There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include privacy, tax benefits, avoiding probate, and caring for family members with special needs. Estate planning also lets you dictate...