Estate Planning

Three Estate Planning Documents Your Child Should Sign When They Turn 18

Three Estate Planning Documents Your Child Should Sign When They Turn 18

Your child turning 18 marks the time when you may no longer have access to certain information and may no longer have decision-making authority should your child become critically injured, incapacitated, or fall ill. Learn what 3 documents can help you support your young adult children should something happen.

Do I Need an Advance Health Care Directive?

How Do Testamentary and Living Trusts Differ?

Both trusts are important in estate planning. Learn more about how each is different but useful depending on your estate planning needs and goals, which can change throughout a lifetime.

Why Divorce Is the Best Time To Rethink Your Estate Plan

Why Divorce Is the Best Time To Rethink Your Estate Plan

If you’re currently going through a divorce in Washington State, you’re probably digging through piles of papers looking for bills, statements, and other important documents. During that search, most people, however, forget to revisit their estate planning documents. Learn why you should.

Is it Time for a Legal Checkup?

Is it Time for a Legal Checkup?

It’s important to visit your physician when you notice some change in your health. A medical checkup offers you a chance to discuss issues with your doctor, ask questions, and get professional input on your overall health. Like your annual checkup with your doctor, a regular review of your estate plan with your attorney will help you minimize the risk of future unexpected hardships that might arise from incomplete or outdated documents.

Should I Include My Retirement And Investment Accounts in My Estate Plan?

Should I Include My Retirement And Investment Accounts in My Estate Plan?

Probate is the court-supervised process of gathering your assets, paying off your debts and taxes, and distributing what’s left of your estate to your heirs and beneficiaries. However, that doesn’t have to include all assets. Your retirement and investment assets have the potential to bypass probate if located in the type of accounts that can transfer upon death to a designated beneficiary. When considering whether to include your retirement and investment accounts in your estate plan, here’s what you need to know.