Legal Resources and Tips
Helping you protect your future through careful legal planning.
Why Wills Are Essential
There is a lot of confusion about what happens legally when a person passes away. Some common questions I hear are: Do you need a Will? What does a Will do? Does a Will help you avoid probate? What is probate? Does the state get all of my assets? It is...
Estate Planning Essentials
Estate planning is the process of planning for death or incapacity through documents such as Wills, Durable Powers of Attorney, and Living Wills. Estate planning is an essential task that all adults should do because it allows a person to have control...
TOP 10 QUESTIONS: PROBATE
What is Probate? Probate is the legal process of distributing a person’s assets and paying off debts after that person passes away. How long is probate? Washington has one of the shortest and simplest probate processes in the country, and it typically only lasts 4-6...
TOP 10 QUESTIONS: ESTATE PLANNING
What is Estate Planning? Estate planning is the process of planning for death or incapacity through documents such as Wills, Durable Powers of Attorney, and Living Wills. What are the most important documents to have? The 3 mains documents everyone needs, no matter...
Tips for Choosing Beneficiaries
Choosing beneficiaries to receive significant sums of money from life insurance, pensions, IRAs, and others is an important decision. Here are some factors to consider when deciding who should be your beneficiaries: Choose someone you trust enough to give a...
The Importance of Discussing Your Wishes with Loved Ones
I always tell my Estate Planning clients to discuss their wishes regarding incapacity and end of life with their loved ones. Having documents such as Wills, Durable Powers of Attorney, and Advance Directives (Living Wills) are necessary, but they will only take you...
A Few Other Resources We’ve Created for Our Customers
Critical Information List
A worksheet to list your different assets, debts, and important documents to help guide your family after you become incapacitated or pass away
Estate Planning Questionnaire
Death Notification Checklist
A guide to walk you through what steps to take after a loved one passes away