Instead of thinking about chocolates or flowers this Valentine’s Day, let’s focus on a practical way to demonstrate our love by creating an Estate Plan. If you don’t yet have an estate plan, now’s a great time to make an appointment with an Estate Planning attorney to talk about your particular situation, along with your goals and any long-term concerns that you may have. If you already have an Estate Plan, demonstrate your love by ensuring that the plan accomplishes your objectives. If the plan needs updating, make an appointment with a qualified Trusts and Estates practitioner to review the documents and make recommendations for you.
Estate Planning
Why Liquidity Is Important in Estate Planning
Your estate assets are usually at the center of your comprehensive estate plan. While you may be focused on amassing as many assets as possible, you could be overlooking another important aspect of estate planning. Making sure that your estate includes sufficient liquidity can be as important as the overall value of your estate assets. […]
How to Keep Your Estate Plan Details Private
Every estate plan should be uniquely designed to meet the needs of the individual creating the plan. Once that plan is in place, some people choose to share the details with loved ones. Others, however, prefer to keep those details private. If you are among those who prefer not the divulge the details of your […]
Is a Will or a Living Trust More Important?
For most people, a comprehensive estate plan includes numerous legal documents and various ancillary documents. Which of these is the most important estate planning document? For most people a Last Will and Testament provides the foundation on which their estate plan is built; however, a trust agreement may eventually be just as important. A Bellevue […]
How Can I Help My Friends and Family Learn About Estate Planning?
By Heather Agun, Edited by Stephen Waltar and Becky Pearsall *Created under the direct legal supervision of Stephen Waltar This article is not intended to be legal or relationship advice. Please also see Disclaimer. Our Estate Planning clients in Bellevue ask us all the time how they can help someone else get started with […]
