CLIENT APPRECIATION EVENT

Winter - December 6, 2008

      Directions to Northwest Arts Center: From I-405, take NE 8th Street exit west.  Turn right on Bellevue Way.  Turn left on NE 24th Street. Center is up the hill on the left.

Location and time are NOT finalized, but mark you calendar for the date: December 6, 2008

We're having an wine & cheese Social! 

You’ll Leave this Event Knowing…

   ·        How traditional estate planning has failed to protect most American families

·        How to preserve your estate for your children if your surviving spouse gets remarried

·        Why most family wealth never makes it beyond the third generation and how to ensure that your children and grandchildren never face this problem

·        How to protect against a living probate if you become disabled and are unable to manage your affairs… and why most estate plans fail to deal with this

·        Why “bare bones” documents almost never work and how to know if you have one, and how to avoid a “one size fits all” estate plan

·        If you refinanced your home in the past several years, your biggest asset may be at the greatest risk

·        How to protect your children’s inheritance in case of their own divorce…up to 50% may walk out the door with the ex in-law

·        The downside to Joint Tenancy and how to avoid this using a proper estate plan

·        Funeral plans:  an easy way to help your family to pay for your funeral & memorial

At the event, we will be offering sign-ups for a FREE, no obligation Legacy Wealth Planning Consultation (worth $300), whether you currently have an estate plan or not, to discuss the issues that are most important to you, and to help you preserve your legacy for future generations. We encourage you to take advantage of this free event and follow-up consultation.    

 Don’t Wait to Call! Time is of the Essence!

Call (425) 455-6788 Now To Reserve Your Seat!

 Call our office, at (425) 455-6788 to reserve your seats.  Invite your family members and friends so they too can learn more about safeguarding their legacy for future generations.

We look forward to seeing you!

CLIENT CARE SERVICES PROGRAM

At our Client Appreciation Event on Saturday, December 8, 2007, we had lots of good food, drink, and fellowship. In addition, many received door prizes and everyone got some toothpaste--sorry if you didn't attend--it is part of our new seminar (ask us about what this symbolizes).  But was also introduced our Client Care Services Program.  Here is a sample of the services provided.  The costs will vary depending on whether it is for trust clients, will clients, couples, or singles.  At a minimum, the services below are provided.  Call is to discuss.

Services to be provided:

 • Free revisions of the appointed personal representative, agent and/or guardian in your estate plan, requested without a consultation with an attorney in our firm;

• Free revisions of your estate plan when doing “simple” changing of designated charitable beneficiaries, requested without a consultation with an attorney in our firm;

• Free Durable Power of Attorney for Property, Health Care Power of Attorney, Directive to Physicians, and HIPAA Authorization Forms for all immediate family members ages 18 to 30.

• 15% discount on the firm’s regular legal fees for any changes to your estate planning documents not covered under this agreement, including the preparation of deeds for transfers of real property to your revocable living trust, not including recording or other transfer fees assessed at the time of transfer;

• 10% discount on the firm’s regular legal fees for any probate or trust administration work done after the death of either spouse;

• Free participation in DocuBank;

• Free exclusive client seminars with special guest speakers;

• Free 30 minute annual review of estate planning documents; Free phone calls

• Free quarterly “Your Estate Matters” Newsletters

• Free monthly “Estate Planning Times” eNewsletters (we will invite you but you’ll need to subscribe)

• Free Insurance Audits, as requested, needed and beneficial

• Free Review of IRA Custodial Documents (so long as you provide them to us) regarding beneficiaries

 Services Not Included: Any estate planning, trust administration, probate, irrevocable trusts, advanced estate planning, incorporations or business entities or modifications, Medicaid or family care planning services other than those listed above.  Any actual costs (other than DocuBank) are also specifically excluded. 

Fees:  Costs range from $195-495/year.  Discounts are available before January 31, 2008.  Please call us to discuss if this program fits your values and needs!

 Common Documents of Living Trust Based Estate Plan:

• Revocable Living Trust

• Estate Planning Letter

• Affidavit of Trust and Certificate of Trust

• Pour-Over Will(s)

• Durable Property Powers of Attorney

• Durable Healthcare Powers of Attorney

• Directive to Physicians "Living Will"

• Health Insurance Portability and Accountability Act (HIPAA)

• Physician Orders for Life-Sustaining Treatment Forms

• Property Agreement(s)

• Asset Transfer Documents

• Warranty Deed(s) & Real Estate Tax Affidavit(s)

• Asset Transfer Letters

• CD Audio Summary

• Death and Disability Instructions

• Locations Lists & Entire Organizing Portfolio

• Summaries of Trust & Estate Planning Diagram

 Common Documents of Will Based Estate Plan:

• Single Will

• Disclaimer tax planning wills (couple)

• Will w/Tax Planning Testamentary trust(s) (couple)

• Durable Power of Attorney (Health)

• Durable Power of Attorney (Financial)

• Instruction on Memorial/Burial

• Specific Gifts List

• Community Property Agreement (couple)

• Health Insurance Portability and Accountability Act (HIPAA)

• Organizing Notebook

• Physician Orders for Life-Sustaining Treatment program (POLST)

• Directives to Physicians