Articles

from Our Office

Featured:

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

General Knowledge:

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

More From Our Office:

Should I add my child’s name to my account?

My clients often ask whether or not it is a good idea to add their child name to their accounts.  Adding a child as Power of Attorney (POA) on your account, may be useful if there is ever a period of time you are incapacitated.  However, adding a child as co-owner or Payable On Death (POD)...

read more

Are You Following Your Estate Plan?

An estate plan is like a map to the way your life's work should be honored. It is meant to be followed. But in order for others to follow it, you must first. Your estate plan should be a carefully thought out plan designed to distribute your assets efficiently and effectively with your legacy in...

read more

How to Choose a Trustee

  When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay bills and taxes, save and invest for the future, buy and sell property, provide for your loved ones, keep accurate records, and generally keep...

read more

What to Do When a Child Dies

The death of a minor child is one of the greatest shocks that life can deliver. No one can ever prepare for the cascade of challenges that will come with such an event. Not only are there legal and financial challenges that you must deal with, but all of these challenges come at a time of deep...

read more
Phone

(206) 547-1412

Click to Email
Seattle Office & Mailing Address:

1833 N 105th St, Suite 301

Seattle, WA 98133

 

Redmond Office:

Thinkspace Redmond

8201 164th Ave NE, Ste 200

Redmond, WA 98052