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Estate Planning

When it comes to truly taking care of the ones you love, nothing is more important than a complete estate plan that clearly outlines how you want your estate distributed while making sure to avoid needless fees and taxes. After all, you are the one who earned the assets that make up your estate and you should control where they go upon your death. A clear and organized estate plan is one of the best gifts you can give your family. It will ensure your assets are protected but it will also allow your loved ones to properly grieve and avoid the stresses associated with an unexpected passing. Moreover, a complete estate plan includes directions and directives to health-care providers and your family regarding how to treat you should you become incapacitated. If those difficult decisions are made in advance – by you – there will be no doubts about (1) who you want to be in charge of your estate, (2) what you want to happen upon your incapacitation or death, and (3) who you want your assets to be distributed to. Such planning is one of the greatest gifts you can you’re your beneficiaries.  In fact, we frequently see a sense of peace come over the faces of our clients when they meet with one of our estate planning attorneys to sign their documents and formally have their affairs organized and in order. Meeting with one of our estate planning attorneys will ensure your last wishes are properly carried out.

Documents & Advice

We provide services that cover all aspects of estate, gift, and tax planning, including preparation and updating of the following documents in Tacoma, Puyallup, Gig Harbor and the greater Puget Sound area:

  • Wills
  • Trusts (living trusts, special needs trusts, irrevocable trusts, etc.)
  • Powers of Attorney
  • Prenuptial and Postnuptial Agreements
  • Cohabitation Agreements

We also provide advice related to all aspects of the estate planning process, including:

  • How to deal with blended or other “non-traditional” families
  • Income Taxes
  • Estate Taxes
  • Gift Taxes
  • Asset Protection
  • Business Structure and Succession Planning

Cost

Most of the estate planning work we do in this area is on a flat-fee basis, meaning we meet with you, establish when you need, and then give you the amount that it will cost to get those things done. Typically, we only ask for payment after you have signed the documents. Any changes you decide to make within 6 months from the date you signed your initial documents will be prepared free of charge.

How It Works

When you make an appointment, there is nothing for you to do except show up, though it does help if you bring previously signed estate planning documents and a general idea of what you have, financially. If you can’t come to our Tacoma office we are happy to come to whether you want to sign your will in Gig Harbor, Federal Way, Puyallup or elsewhere in Washington State. At our first appointment, we will have a conversation about you and your family and we will collect the information needed to prepare the necessary documents for you.  At that time, after we know what will be involved, we will discuss the cost involved. We will meet again, usually within a few weeks, to sit down, review everything carefully, make any changes, and sign the various documents. Then, you leave with originals for safekeeping and copies to review periodically.

All of our estate planning clients leave with smiles on their faces, even though these conversations bring up difficult topics. Our goal is to make the estate planning process enjoyable, easy, and accessible.  Yes, it’s possible!