Estate Planning Client Profile #197: Married w/ 1 kid | Straightforward estate to one child.
This couple came to us via Yelp. They did not have an estate plan in place to pass their simple estate to their adult child. They had no real estate
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This couple came to us via Yelp. They did not have an estate plan in place to pass their simple estate to their adult child. They had no real estate
These clients came to us from an internet search. They were interested in generally making sure their assets when where they wanted them to go and reducing WA state and
These clients came to us from a referral. They wanted to make sure their kids would be able to inherit their multi-million dollar estate without the hassle of probate. They
This client realized that he was getting older and his memory was not what it used to be. He wanted to make sure his kids were taken care of if
This client found us through an internet search. He’d had some health complications in recent months, and wanted to make sure that he had a plan in place should something
These clients found us online and were interested in putting a plan in place for their minor child if something happened to both of them. The challenge was that most
This client came to us to create a plan to ensure that his minor children were taken care of if something happened to him, but he wanted to ensure that
These clients came to us from a referral from a friend who had previously worked with us. They were interested in generally making sure their assets went where they wanted
This client is a widow with a minor child and two adult step-children. She owns multiple properties, a business, and has retirement assets that she wanted to divide between her