Estate Planning

You may find that long-term care salespeople want to sell you the most expensive policy. Complete coverage (inflation protection, lifetime coverage, at least $100/day benefit) is frequently ...

Advance directives are your formal instructions that are used if you are unable to provide instructions, usually because of disability or illness. These are important for people of any age, so ...

Focus on the Big Bucks I frequently get calls from investors wanting to know the best place to invest their money. It’s a reasonable question, but I often find that the investor is focused ...

Why do I Need an Estate Plan? A solid, effective estate plan ensures that your wealth will remain intact as it passes to your beneficiaries, instead of being siphoned off to the government. What ...

An executor is the person you name in your will to handle your property after your death. The executor must be prepared to carry out a long list of tasks, prudently and promptly. What Does an ...

Types of Trusts Living Trust: A living trust (also known as inter vivos trust), is created during your lifetime for the benefit of one or more beneficiaries. It is separate from your will. ...

Living trusts can reduce or eliminate estate taxes, as well as a lengthy, costly and needless probate. Many people do the right thing by having a living trust prepared. But it’s very easy to make ...

With a Qualified Personal Residence Trust, or QPRT, you transfer your residence or vacation home to an irrevocable trust. You remain the trustee for a fixed period of time, such as 10 years. You ...

Once your estate approaches $2 million in Washington (and many other states), we often suggest seeing a good attorney who specializes in estate planning. You might benefit from an irrevocable ...

When a family accumulates wealth, the wealth is often depleted by the time the second generation is ready to inherit it. A dynasty trust may help protect family wealth against several outside ...