Do I Need a Lawyer to Plan My Estate?
Thinking about saving a few bucks by creating your own Will & Estate Plan? Then are you also certain your Self-Prepared Will & Trust documents are going to hold up to...
A Simple Guide to Washington State Estate Planning
You may have heard the phrase, “Nothing is certain except death and taxes”. We should probably plan for both right? Estate planning doesn’t have to be a boring topic, and much...
Disinheriting a Child in Washington State
Are you considering having to Disinherit a Child in Washington State? Parents have many different reasons for wanting to disinherit one of their children. Whatever the reason, it is important...
Does WA Collect Estate & Inheritance Taxes?
So, does WA Collect Estate & Inheritance Taxes? Washington State definitely does have an Estate Tax, however it does not collect an Inheritance Tax. Amidst the general election in Nov...
Long-Term Care Planning Advice
Long-Term Care Planning Advice for Seniors can be hard to come by these days! Did you know that if you’re Single – the odds are 50% greater that you will...
Donor-Advised Funds 101
Donor-Advised Funds 101: Giving USA 2017 recently reported that charitable giving continued to rise last year, with an estimated $390 billion donated to charitable causes. The report found that total giving...
Long-Term Care Insurance 101
Welcome to Long-Term Care Insurance 101! Statistically, most people who are age 65 and older will need some form of long-term care insurance at some point in their lives. That...
Living Probate? What is that?
We’re often asked “What is living probate?” Too many people regard estate planning as little more than an after-death distribution plan for their assets. Whether they choose to transfer their...
Inheritance Planning Insights
Inheritance Planning Insights that will help you determine what may be right for your family. Did you know baby boomer parents will leave an estimated $30 trillion to their offspring...