Halloween Horror: Plan Ahead to Avoid the Scary Consequences of Not Having an Estate Plan
As Halloween approaches and we eagerly prepare for spooky celebrations, it’s the perfect time to shed light on another kind of “horror” that often goes overlooked. Picture this: a scenario scarier than any haunted house—dying without your estate plan in order. The eerie uncertainty that follows can haunt your loved ones long after you’re gone. […]
Navigating the Future: Possible Long-Term Care Tax and What It Means for You
In a groundbreaking move, the state of Washington took the lead in 2019 by implementing legislation for long-term care, marking a significant milestone in the healthcare landscape. The WA Cares Fund, signed into law that year, introduced a publicly funded insurance program that offers working residents of Washington the opportunity to secure a basic level […]
Choosing a Gift to Give To Charity
If you are considering making a donation to a public charity, you are not limited to donatingcash. Depending upon your financial situation, giving objectives, and the needs of the charitableorganization, certain accounts or pieces of property may be better suited for donation to thecharity. CashWriting a check to your favorite charity is the fastest and […]
Do Not Become a Statistic
Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the numbers do not lie: most people do not see the importance of estate planning. Whether you need to create an estate plan or update an […]
Use National Self-Care Month to Care for Your Future
September is National Self-Care Awareness Month. The purpose of this observance isto raise awareness about the importance of regular self-care. What constitutes self-carecan vary widely depending on who you are speaking to. Regardless of the exactdefinition, taking actions to prioritize self-care is essential to overall emotional andphysical well-being and should be prioritized. You likely have […]
Three Important Concerns Self-Employed Individuals Should Address
Being self-employed is no easy task. You are the owner, and in some cases, the only employee.While you may have more freedom than the average worker, a lot of responsibilities lie on yourshoulders. Working together, we can craft a comprehensive estate plan that will help youaddress three important concerns you may have. Protecting Your Financial […]
Three Types of Trusts to Plan for Minor Children and Grandchildren
There are certain reasons that establishing an estate plan can be of the utmost importance. Having minor children or grandchildren is one of those reasons. Most parents do not have time to keep up with their own tasks, let alone consider what would happen if they died while their children were still minors, but having […]
TEACHERS: THE LESSON PLAN FOR YOUR ESTATE
As Attorney Alex Varela steps back into the world of education, we are taking this opportunity to thank teachers for their time and dedication to teaching the future generation. Teachers, you provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make sure you have the foundational estate planning […]
LOVE AND WHAT IS A TRUST PROTECTOR?
Valentine’s Day is just a few days away and I’m excited to go to dinner with my husband. We have been married for 14 years and together for 17 years this year. I included a photo from our wedding so you can see how young, rested, and thin we were before kids 🙂 In the last few weeks, many […]
REPEAL PROP 19
Dear Clients, Colleagues, and Friends: If you would like to sign the petition to repeal Prop 19 and ensure parents can pass their properties to their children without triggering reassessment of property taxes (usually a huge tax increase) – You can sign at my office today 4/13, 4/14, or 4/15 before noon. I apologize for the late notice as I […]
