Articles and Blogs
Notes from Derek
The Blueprint to Your Estate: Selecting Fiduciaries
The Blueprint to Your Estate: Selecting Fiduciaries Preparing for the future involves many important decisions, and estate planning can feel like navigating a labyrinth. A key decision in this process is selecting the right fiduciaries. This task involves designating...
Unlocking the Future: A Guide to Effective Beneficiary Selection and Updates in Estate Planning
Unlocking the Future: A Guide to Effective Beneficiary Selection and Updates in Estate Planning Financial management encompasses various aspects, one of which is estate planning. This crucial process ensures that your assets are allocated according to your wishes...
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...
Article Library
Real Estate and Your Living Trust: Washington Property Owners’ Guide
Real Estate and Your Living Trust: Washington Property Owners' Guide Real estate typically represents a family's largest asset, making proper trust funding critical. In Washington, transferring real property into your revocable living trust is generally...
Personal Property and Your Living Trust: From Coffee Mugs to Classic Cars
Personal Property and Your Living Trust: From Coffee Mugs to Classic Cars Most people create a revocable living trust with their house and bank accounts in mind, then freeze when it comes to tangible personal property. What about grandma’s jewelry? The art...
Maximizing Estate Tax Benefits with a Disclaimer Trust in Washington State
Maximizing Estate Tax Benefits with a Disclaimer Trust in Washington State Estate tax planning is essential for managing assets and ensuring beneficiaries receive the maximum inheritance. In Washington State, where the estate tax exemption is not portable, a...
Anita’s Blog
Don’t Name a Minor Child as Direct Beneficiary!
Don’t Name a Minor Child as Direct Beneficiary! Naming a minor child as a direct beneficiary of an account or a Will can lead to several complications and challenges that may affect the child's financial future. Here are some key reasons why this practice is...
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...
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...
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