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Representing WA State Families For Over 20 Years!
Call Today So We Can Help
Se Habla Español
253-272-5653

Tag Archives: estate planning

Using Grantor Retained Annuity Trusts as Part of Estate Planning

There are a number of strategies that can be used in estate planning to reduce tax consequences. A grantor retained annuity trust (GRAT) is an instrument that can potentially allow a person to transfer wealth to the next generation with minimal or no gift tax ramifications. With interest rates as low as they are, now […]

Preparing Estate Planning Documents During the COVID-19 Pandemic

Given the uncertainties of the coronavirus pandemic, estate planning is more critical now than ever. No matter your age or health condition, there are specific documents that everyone should have in place to ensure peace of mind. Although COVID-19 and social distancing guidelines may prevent attorneys and their clients from meeting in person, estate planning […]

Pros and Cons of Revocable Living Trusts

A revocable living trust is an estate planning instrument that allows you to keep assets in a protected entity during your lifetime and to pass them on to beneficiaries after your death. During your lifetime, you can serve as the trustee, maintaining full control of the assets and altering the trust as desired. In the […]