Estate Planning

You want your financial assets to be distributed according to your intentions after your death. A Transfer on Death (TOD) account offers a pragmatic and efficient mechanism for achieving that goal. It expedites asset transfers and circumvents the probate process. What...

The internet is full of self-help resources and guides. Therefore, when you start to consider estate planning, you might think that it’s an issue that you can tackle on your own with a little help from online tools. While it might seem like this approach will save you...

A pour-over will is a legal document that helps transfer assets to a trust after death. It works in conjunction with a living trust, ensuring that any property not already included in the trust is moved there upon your death. The main goal is to simplify the estate...

Many Washington residents think their will covers all their assets after death. But here's a key fact: beneficiary forms often override what's written in your will. This oversight leads to assets going to unintended people, even with a properly written will in place. ...

When you plan your estate to help a loved one with special needs, you need to know the types of Special Needs Trusts (SNTs) you can choose. These trusts allow you to support your loved ones financially without risking their eligibility for government benefits such as...

One of the main goals of estate planning is to secure your family’s future, especially when you are no longer around. There are many legal instruments to help you achieve this goal, but trusts are the most common and most effective.  If your children are still minors,...

If you’re thinking about creating an estate plan, then you’re probably interested in leaving your assets to your loved ones in a way that abides by your wishes. For some, a simple will may be sufficient to meet this goal, but for others who have significant assets,...

Many people would agree that updating your will is necessary after an addition to your family. However, expanding your family does not always mean the birth of a child. For many, it could mean the joining of stepchildren and a new spouse after remarriage.  If you have...

When planning your estate, you might consider various options to ensure your assets are managed according to your wishes. A living trust is popular for many individuals seeking control and flexibility. Understanding what a living trust is and its benefits can help you...

Many people mistakenly believe that once they have created a will, their estate plan is complete. This common misconception can lead to unforeseen legal complications for your loved ones. Life brings constant changes, both big and small. You may have gotten married,...