Stephen M. Waltar, PS 

Attorney at Law   

Estate Planning Law

 

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Privacy Policy Notice

Attorneys, like other professionals who advise on personal financial matters, are now required by a new federal law to inform their clients of their policies regarding privacy of client information. Attorneys have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by this new law. Therefore, we have always protected your right to privacy.

In the course of providing our clients with income tax, estate tax, and gift tax advice, we receive significant personal financial information from our clients. If you are a client of Stephen M. Waltar, PS, you should know that all information that we receive from you is held in confidence, and is not released to people outside the firm, except as agreed by you, or as required under applicable law.

We retain records relating to professional services we provide so that we are better able to assist you with your professional needs, and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

 

Legal Disclaimer regarding Website

Stephen M. Waltar, PS is a Washington State Law firm, licensed to practice law only in Washington.  The reality of the internet is that our pages are viewed by people outside of our state.  Our attorneys are only legally allowed to practice law in Washington State, and to serve residents of Washington State, and we do not practice law outside of Washington State.  Nothing on any of our internet pages should be construed as either a solicitation for services, nor as legal advice.  The information on our pages is purely educational, and although the content has been checked for accuracy, the law changes regularly, and this information may be out of date.  Do not rely on anything contained on these pages.  Consult with your attorney, CPA or financial advisor to discuss how the law applies to your individual situation.

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CIRCULAR 230 DISCLOSURE: To comply with Treasury Department regulations, we inform you that, unless otherwise expressly indicated, any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or any other applicable tax law, or (ii) promoting, marketing or recommending to another party any transaction, arrangement, or other matter.

 

Legal Disclaimer regarding the Articles On our Website

The articles presented discuss a variety of legal subjects, and are intended to be used for information purposes only.  While every effort has been made to insure the accuracy of the information, Stephen M. Waltar, PS assumes no liability for the information, and does not intend to provide this information as legal advice.  Please consult with your attorney, accountant or financial advisor for proper advice on these subjects.