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8 April

What is a Step-Up in Basis (and why is it important in estate planning)?

Estate Planning, Real Estate, Taxes, Wealth, April 8, 2020

What is a step-up in basis (and why is it important in estate planning)? Click here to schedule a FREE strategy session with an estate planning attorney.

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31 March

What is the Generation Skipping Tax?

Estate Planning, Legacy, Taxes, Trusts, Wealth, Wills, March 31, 2020

What is the generation skipping tax? Click here to schedule a FREE strategy session with an estate planning attorney.

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18 March

Who Needs Estate Planning?

Business Succession, Estate Planning, Legacy, Taxes, Wealth, March 18, 2020

Who needs estate planning? Click here to schedule a FREE strategy session with an estate planning attorney.

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17 March

5 Things a Revocable Living Trust Can do that a Will Cannot

Estate Planning, Legacy, Real Estate, Trusts, Wealth, Wills, March 17, 2020

5 things a revocable trust can do that a Will can’t. Click here to schedule a FREE strategy session with an estate planning attorney.

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bellevue probate lawyer
12 April

Fairness and Estate Planning Attorneys | #RichLifeLawyer Show 84

Legacy, Pain Free Probate, Trusts, Wealth, April 12, 2017

I love being an estate planning attorney. I get to help people plan for the future and I also get to help them in a great time of need. And.

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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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seattle probate lawyer
31 March

Equally Dividing Up Your Business At Death Is A Terrible Idea | #RichLifeLawyer Show 81

Business Succession, Legacy, Life Insurance, Trusts, Wealth, March 31, 2017

Equal does not always mean fair. That’s what we’re here to talk about today, to think about your family dynamics when you are thinking about how you are going to.

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29 March

3 Reasons Not To Have Kids Inherit a Business | #RichLifeLawyer Show 80

Business Succession, Legacy, Wealth, March 29, 2017

I am the proud father of three kids. I think it would be really amazing if one, or all of them, one day wanted to run my business. But that.

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Bellevue Estate Planning Lawyer
2 March

2017 Estate Tax Rates | Are You Vulnerable To Paying Tax?

Legacy, Pain Free Probate, Taxes, Trusts, Wealth, Wills, March 2, 2017

I had a client recently hire the firm because his father had passed away. He had a will and that was it. He thought it would be a simple probate.

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27 February

When is the Right Time to Start Business Succession Planning? | #RichLifeLawyer Show 79

Business Succession, Disability Insurance, Legacy, Life Insurance, Power of Attorney, Taxes, Trusts, Wealth, February 27, 2017

In you own a business and are wondering when the right time to start business succession planning the answer is NOW! There are several components you should have in place.

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