Pre-Retirement Estate Planning List

Have you been thinking about retirement? Do you feel ready to take the big leap? If you are like most people, you are excited about the prospect of retirement but not too sure whether it’s possible for you. The decision to retire can be an emotional one, but it’s important to be able to organize your financial and legal obligations before you take the plunge. Being fully prepared for retirement doesn’t mean that Read More

Busting the Myth: Estate Planning Doesn’t Have to Be So Hard

Have you been meaning to get around to estate planning, but you just can’t find the time? One of the reasons I hear most often from people putting off planning is that they don’t have enough time. Really, they aren’t saying they don’t have time for a one hour meeting with an attorney. What they mean is they don’t have time for all the stuff that comes before meeting with an estate planning lawyer. There is a myth Read More

Are Cryptocurrencies a Good Way to Build Generational Wealth?

Unless you’ve been living under a rock for the last ten years or so, you have probably heard of cryptocurrencies like BitCoin. However, having heard of cryptocurrency has no bearing on whether you actually understand what it is and how it works. In fact, it’s absolutely possible that you own some cryptocurrency and don’t fully understand how this asset will function as a part of your estate. So, that’s where I come Read More

What is Your New School Year Resolution?

Back to school season can be a bittersweet time -- on the one hand, it’s so hectic, it can seem impossible to fit anything else in. On the other, you finally have the kids back in school, returning to after school activities, and you regain a few pockets of time during the day that are in your control. My children are now grown, but I remember thinking of back to school season as a kind of second New Year. It’s an Read More

Incorporating IP into Your Estate Plan

As you prepare your estate plan, the most obvious assets that jump to mind are likely things like heirlooms, real estate, and bank accounts. However, you may be overlooking some of your most valuable assets. Your intellectual property has value, and it is just as important to include in an estate plan as any other asset you own. The copyrights, patents, and trademarks you own will continue to live on after you die, Read More

Do You Need to Update Your Estate Plan During Your Divorce?

If you have recently gone through or are currently navigating a divorce, you may be feeling overwhelmed, exhausted, and tired of meeting with lawyers. It seems like there is so much to do: separate assets, sell or move homes, negotiate a custody agreement, and settle daily living expenses. It is a lot, but there is one more thing that is often overlooked and is equally as important: updating or creating an estate Read More

Keep Your Vacation Home Out of Ancillary Probate

It's the middle of summer, and families all across the Washington region are looking for ways to beat the heat. Does your family love to escape at the beach? What about a cool mountain retreat? Maybe you like to take a week every summer to visit friends or family up north. Wherever you travel, we know that finding comfortable, affordable accommodations can be a struggle. That’s why more and more Washingtonians are Read More

Providing For Your Pet After You Pass – Using a Pet Estate

Whatever your reaction to pet estate planning, I know that you adore your pet. In fact, statistics show that you feel even more strongly than that. In a recent poll, 9 out of 10 people said that their pet was considered a member of the family. But, have you considered what will happen to your pet after you’re gone? Take a look at the graphic we created this week about pet estate planning. It provides a quick Read More

How the SECURE Act Could Change Your Estate Plan

For many, your IRA is the largest asset in your estate. Yes, even larger than your home or your investments. Why? Because you worked hard to save for retirement. You have dutifully contributed to your IRA over the years knowing that, not only is your IRA your safety net in retirement, but it is also a handsome nest egg that can be passed on for future generations. In the past, we have worked closely with clients to Read More

Facing a Dementia Diagnosis? Take These Legal Steps to Protect You and Your Family

A dementia diagnosis is scary. You and your loved ones may be feeling overwhelmed and anxious about what lies ahead. The period after receiving a dementia diagnosis is time best spent with family and friends. However, you may also be worried about what lies ahead for your loved ones and for yourself. To alleviate some worry, and to ensure that both you and your loved ones are protected, there are some legal steps you Read More