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October 2023 Newletter
Jensen Estate Law
October Newsletter
Securing Wealth in the Evergreen State: The Power of Funding a Trust
Dive into the world of trusts with this informative piece, shedding light on the immense importance of funding a trust in Washington State. Learn how the act of transferring your assets into a trust can secure financial stability, preserve wealth, provide tax advantages, and protect privacy, all while allowing a smooth transition of wealth to your beneficiaries. Navigate the complex world of trust laws with our comprehensive guide to securing your financial future.
Estate Planning Simplified: Managing Your Assets Wisely
Embark on an insightful journey to understand estate planning. Discover how to handle your assets, from bank accounts to retirement savings, education plans, and even residential properties. Learn strategies that can bypass the complexities of wills and ensure a seamless transition of wealth to your loved ones. Dive deep, dispel doubts, and confidently map your path to the future.
What Not to Include in Your Estate Planning Documents
Estate planning aims to transfer assets to loved ones upon death, but avoid including sensitive information like Social Security numbers and account numbers to prevent identity theft. Likewise, refrain from making disparaging remarks in the will to avoid legal issues. Consult experienced attorneys for secure and comprehensive estate planning.
November 2022 Newsletter
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Jensen Law Office November Newsletter Gifting in Washington StateAs the holidays approach, you may find yourself thinking about the important people in your life and how you can best outfit your estate plan to help them. The accumulation of assets over one's lifetime can be put to a lot of good after death, if...
October 2022 Newsletter
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Jensen Law Office October Client Newsletter Is Your Estate Plan a Trick or Treat for Your Loved Ones?Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the dirtiest tricks that can be played on an unsuspecting family member may be lurking in the...
September 2022 Newsletter
Jensen Law Office, PLLC 1833 N 105th St., Suite 301 Seattle, WA 98133 Jensen Law Office September Client Newsletter Handling S Corporation Interests in Estate Planning: Electing Small Business Trusts and Qualified Subchapter S TrustsOne of the many challenges of owning a small business is determining the appropriate tax classification of the business. When an individual owns...
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1833 N 105th St, Suite 301
Seattle, WA 98133
