Who Will Be Your Child's Guardian If You Die? And How Do You Decide?
Do you have a minor child? Were you told that you needed to name a guardian for your minor child? For families with minor children, it...
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- Apr 1, 2022
- 1 min
Who Gets the "Refund" From My Retirement Home Payment?
As we live longer, it is becoming more important to plan for where we will live when we are no longer able to live on our own. This...
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- Mar 1, 2022
- 2 min
Plans to Travel This Year? Before You Go, Do You Have the Necessary Estate Planning Documents?
Are you eager to see the world again after being "stuck" at home for the better part of two years? Have you checked the travel...
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- Feb 1, 2022
- 2 min
What Are the Important Documents Everyone Over Age Eighteen Should Have?
Are you a parent or grandparent to someone over eighteen years old? Do you know who would make certain decisions on this young adult's...
38 views
- Jan 1, 2022
- 1 min
Did You Make Gifts to Family Members in 2021? Are You Required to File a Gift Tax Return?
Did you buy your daughter a brand new car? Did you help your other daughter purchase a home by making the down payment on her behalf? Did...
45 views
- Dec 1, 2021
- 3 min
How Do You Encourage Your Loved Ones to Finally Do Their Estate Planning?
Do you have family and friends that you know do not have any estate planning in place? Do you know how to broach the topic of why...
25 views
- Nov 1, 2021
- 3 min
How Can I Protect My Beneficiaries From Themselves and Others?
Are you worried your beneficiaries will squander their inheritance? Or are you more concerned about the possibility that your...
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- Oct 1, 2021
- 3 min
Paying Bills After Death: What To Do and What Not To Do.
When a loved one passes away, someone will receive the assets (if any) that the loved one left behind. What is not as well known is who...
91 views
- Sep 1, 2021
- 2 min
What Should You Know If You Are Thinking About Gifting This Year?
We are fast approaching the holiday season. Yikes! Have you started making your gifting list? And checking it twice? If you have, then...
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- Aug 3, 2021
- 3 min
When the Time Comes, Do I Need to Serve If I am Named as an Agent in a Loved One's Estate Plan?
Congratulations! Your loved one trusted you enough to name you as their Agent under a Power of Attorney or as their Personal...
61 views
- Jul 8, 2021
- 2 min
Why You May Still Need a Community Property Agreement If You Live in Washington State.
One of the most common questions an estate planning attorney is asked is: Why would we need a Community Property Agreement ("CPA") if...
165 views
- Jun 3, 2021
- 3 min
Is There A One-Size-Fits-All Estate Planning Tool?
The quick answer to the question, "Is there a one-size-fits-all estate planning tool?" is "No." Wills or Living Trusts, as estate...
81 views
- May 1, 2021
- 2 min
When Should I Meet With An Estate Planning Attorney?
Have you ever wondered if there is a specific timeline for someone to meet with an estate planning attorney? Is it when you reach a...
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