These client were a married couple with one adult child. They had a previous plan created by another law firm, and wanted their plan updated when they moved to Washington State.
We updated their Trust plan, and provided them with healthcare documents that included Washington language.
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Need estate planning help but not sure where to start? Click the link to check out this free presentation I put together that will answer all your questions (it’s basically the talk I give at potential client strategy sessions):
https://cmslawfirm.com/foundation
And, if you know you just want to talk, click the link below to schedule a free strategy session with us:
