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Definitions

28 January

Estate Planning and Owning Real Estate with Non-Spouses

Definitions, Estate Planning, Real Estate, Trusts, Wills, January 28, 2021

This is an estate planning attorney question I get quite often, so I thought I’d answer it here. The question centers around one thing generally – “how can I make.

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26 January

Revocable Living Trusts Explained

Definitions, Estate Planning, Legacy, Trusts, Wealth, January 26, 2021

Since I did the Estate Planning 101 post yesterday, I thought today would be a good day to tackle the next most used estate planning vehicle for most people –.

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14 January

Do You Have to Pay Excise Tax to Transfer Real Estate into a Trust?

Definitions, Estate Planning, Real Estate, Taxes, Trusts, January 14, 2021

I had a conversation with a potential client today that asked me about whether or not excise taxes had to be paid on a real estate transfer into a revocable.

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7 January

Revocable Living Trusts Do Not Provide Asset Protection

Definitions, Estate Planning, Trusts, January 7, 2021

When people think about protecting their assets they often think of trusts. We always see in the movies how super rich people doing bad things or wanting to avoid taxes.

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27 October

“Probate estate” and small estate affidavit.

Definitions, Probate, October 27, 2020

We often get calls for a probate attorney for people that are not sure if they even need a probate. Often they don’t because the “probate estate” is small enough.

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15 March

What is Probate and Why Do People Want to Avoid It?

Definitions, Estate Planning, Probate, March 15, 2020

People call us to talk about Probate all the time. We are, after all estate planning and probate lawyers. Some people call hoping to avoid probate via estate planning. Some.

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Bellevue estate planning attorney
5 April

Do Changes to the Washington Uniform Power of Attorney Act Mean I Need a New Power of Attorney?

Definitions, Guardianship, Legacy, Medical Power of Attorney, Power of Attorney, Real Estate, Taxes, Wealth, April 5, 2017

Imagine a scenario that happens to you every day. You are driving to work. You pull out of your driveway just like you do every day. You get on the.

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15 October

#RichLifeLawyer Show 046: Estate Planning and Funding Your Trust

Definitions, Life Insurance, Trusts, October 15, 2016

Estate Planning and Funding Your Trust The number one problem estate planning attorneys see with trusts is funding your trust, hands down. In this episode of the show I talk.

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11 October

#RichLifeLawyer Show 43: Is Inherited Property Separate Property or Community Property?

Definitions, Legacy, Wealth, Wills, October 11, 2016

Is Inherited Property Separate Property or Community Property? I had an interesting conversation today with someone who asked a question I think a lot of you might be wondering. But.

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17 August

#RichLifeLawyer Show 026: Estate Planning and Transfer on Death Designations

Definitions, August 17, 2016

#RichLifeLawyer Show 026: Estate Planning and Transfer on Death Designations I run around with a few financial planners and whenever we meet up they tend to pepper me with estate.

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