Estate Planning
Just as no two people are the same, neither are estate plans. We want to understand what matters to our clients. At Ellis Law, LLC, we work with clients to create plans that reflect their goals, values and concerns. Our clients appreciate our clear and practical approach as we create plans tailored to their situation.
No matter the size of your estate, there are important documents to be considered for your estate planning.
We believe that there are five essential estate planning documents that everyone needs:
- Last Will and Testament to provide for the disposition of assets.
2. A Durable Power of Attorney for Finances to appoint an agent (sometimes called an attorney-in-fact) to handle your financial affairs if you can’t do so yourself.
3. A Durable Power of Attorney for Health Care to appoint an agent (also referred to as an attorney-in-fact) to handle your health care decisions if you can’t do so yourself.
4. An Advanced Care Directive (sometimes called Health Care Directive or Living Will) to make decisions in advance about your medical care if you cannot speak for yourself.
5. The Disposition of Remains to provide instructions what you want to happen to your remains.
In addition to estate planning documents that we all need, we offer tax-focused planning and specialized Alzheimer/Dementia planning services. Our combined experience with elder law, enables us to help clients navigate Medicaid Planning, Gifting, Disability Planning, and Incapacity Planning.
Our services also include:
- Credit Shelter Trusts
- Qualified Terminable Interest Property (QTIP) trusts
- Special Needs Trusts
- Mental Health Advanced Directives
- Community Property Agreements
- Minimization of Washington State Estate taxes