Probate and Estate Planning
June 16th, 2014

A trust is a separate legal entity for holding and investing property. One or more persons holds property, usually real estate or investments, for the benefit of another or several other people.

May 19th, 2014

A review of the top six ways claims can be barred and often are barred during Estate or Trust Administration.

July 9th, 2013

A life estate is an interest in property than exists only during the life of the owner, and no further. A future interest is created in the heirs.

May 20th, 2013

One of the most commonly employed estate planning devices is the Power of Attorney. This document generally comes in two varieties; a financial agency and a health care agency.

March 22nd, 2013

HIPAA, was enacted in 1996, to address concerns over unfretted access to individual medical information.

January 28th, 2013

If you remember having this conversation some 30 years ago, and at the advice of you brother-in-law, got a Will drafted, it’s time to pull it out, dust it off, and give it a read.

December 12th, 2012

Everyone is interested in minimizing their taxes. This is especially true with Estate Planning, where inheritance can create a taxable event for your heirs. For tax purposes, Washington employs a Step-up-in-Basis Rule. This rule is important for minimizing the amount of capital gain taxes to your heirs. Here are the basics of the Rule. ‘Basis,’…

October 5th, 2012

The topic of the Presidential Debate on Wednesday was the domestic economy. The umbrella was supposed to contain such issues as taxes, Medicaid/Medicare, healthcare costs, financial regulation, and jobs. And we heard a considerable amount from each candidate on these topics. Among this hemming and hawing however, one conversation was noticeably missing, at least for…

August 15th, 2012

The day of the friendly “handshake” is over, but the world nowadays seems controlled by documents; leases, licenses, contracts, waivers, disclaimers, assumptions, warnings, and wills.

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