We assist both couples and individuals with taxable estates in Washington and estates below the Washington estate tax limit. Most of our estate planning clients live in Bellevue or surrounding communities of Bellevue.
The estate planning process does not need to be confusing or overwhelming. We take time to understand you and your goals and strive to provide clear answers to all your questions. Our approach is education-minded on the various estate planning tools that can be used to help you accomplish your estate planning goals. We will help you understand these tools and assist you in deciding on estate planning options which are right for you. A well-thought-out estate plan is more than documents. We advise clients on beneficiary designations, transferring wealth, estate tax planning, and creating trusts and other tools to help clients optimize their goals and have peace of mind.
Wills & Trusts
Wills and trusts control distribution of your assets. Trusts can also be used to protect privacy, for tax planning purposes and as an effective tool for transferring wealth to future generations. We use tools including the Qualified Terminal Interest Property Trusts (QTIP), Disclaimer Trusts, Special Needs Trusts, and Credit Shelter Trusts.
Durable Powers of Attorney
A durable power of Attorney for finance appoints another person to act on your behalf to financially manage your assets in the event of incapacity. A durable power of attorney for health to authorize someone to make medical decisions for you in the event that you are unable to do so yourself.
Advanced Health Care Directives
An advanced health care directive specifies treatment preferences and who can make medical decisions in the event of incapacity. Advanced health care directives allow persons who are coping with Alzheimer’s and Dementia to legally document their wishes for health care while they have the capacity to make those decisions.
