Webinar – Guardianship Issues in Washington
In this webinar, Attorney Susan L. Alexander discusses "Guardianship Issues in Washington" Read More
Recent News
Mom Was Just Diagnosed with Mild Cognitive Impairment: Now What Should I Do?
Learning that a loved one has been diagnosed with “mild cognitive impairment” can be a scary moment for families, and the first instinct can be to try to immediately prevent the affected person from making further medical and financial decisions. While well-intentioned, this doesn’t necessarily follow Washington law. In Washington state, legal capacity is presumed… Read More
Lost Will? Recent Case Highlights Estate Challenges
Joan Lanzner signed her Will in 2012. When she died in 2022, her original Will could not be located. The court admitted an authenticated copy of the Will to probate. That Will left her estate to her biological son and two of her stepsons, Edward and Robert. It excluded her other stepson, Richard, and her… Read More
Gone With The Wind: Inherited IRAs and The Big Stretch
For years, beneficiaries could inherit a traditional IRA from a loved one and “stretch” it out by deferring unpaid income taxes for years or even decades with a life expectancy payout. The good times are largely over for many beneficiaries since the Secure Act and Secure Act 2.0 were passed in 2019 and 2022, respectively.… Read More
Webinar – Washington Probate: An Introduction
In this webinar, Attorney Sherry Bosse Lueders discusses "Washington Probate: An Introduction" Read More
Peace of Mind: Estate Planning for Loved Ones with Special Needs
Money can’t solve every problem, but financial security can make it much easier for a loved one with physical, intellectual, or developmental disabilities to have a superior quality of life. Special Needs Trusts are an excellent planning tool for creating lifelong financial security and stability for loved ones today and after we are no longer… Read More
Getting Divorced? Don’t Make Your Ex Your Accidental Heir
You’re getting divorced. Life feels upside down. You have had enough dealing with the lawyers. The last thing you want to do is deal with more lawyers. But there is one lawyer you actually do want to talk to during a divorce: the estate planning kind. It might not be the end of your life… Read More
How Do You Nominate Fiduciaries?
A large part of making an estate plan is deciding who will be beneficiaries of your estate when you die. Estate planning may also include taking steps to minimize estate tax, preparing for the transfer of the family cabin to future generations, and deciding who gets your ukulele. Some people might say that is the… Read More
Webinar – How Insurance Fits Into Estate Planning
In this webinar, Attorney Joshua G. R. Curtis discusses "How Insurance Fits Into Estate Planning" Read More