Administering an estate can involve important legal and financial responsibilities. In this webinar recording, we discuss common estate administration considerations, compare different estate scenarios, and provide an overview of the probate process and steps that may be required after a person's death.
Charitable giving and gifting strategies are often important components of an estate plan, yet they are frequently deferred while attention is focused on foundational planning documents. In this webinar recording, we discuss how charitable and gifting objectives may be incorporated into an overall estate planning strategy and the considerations involved in addressing these goals.
Supporting aging parents may involve taking on important legal and financial responsibilities. In this webinar recording, we discuss common fiduciary roles, the responsibilities associated with those roles, the Prudent Investor Rule, and considerations for managing family dynamics when assisting loved ones.
End-of-life planning involves a variety of practical and personal considerations. In this webinar recording, Blaze Titus, Owner and Funeral Director at Hillcrest Memorial Center, discusses steps individuals can take to prepare for their own passing, what families may encounter after a death occurs, funeral and cremation options, and considerations related to grief and healing.
Trusts can play an important role in estate planning and asset management. In this webinar recording, we provide an overview of trust concepts, including different types of trusts, common trust terminology, special needs trusts, and other factors individuals and families may consider when evaluating estate planning strategies.
Estate planning encompasses a variety of legal and financial considerations that can help individuals document their wishes and organize the transfer of assets. In this webinar recording, we review common estate planning tools, including wills, trusts, powers of attorney, health care directives, beneficiary designations, and fiduciary planning considerations.
Asset protection planning involves understanding potential risks and evaluating the legal structures and strategies that may be available to address them. In this webinar recording, we discuss key planning considerations, including liability exposure, asset ownership structures, gifting strategies, and trust planning concepts that individuals, families, and business owners may consider as part of their broader financial and estate planning efforts.
Estate planning doesn’t have to feel overwhelming. This introductory webinar walks you through the essential components of a well‑structured estate plan, including wills, powers of attorney, trusts, and beneficiary designations.
On March 23, 2026, Washington House Bill 1155 became law. The bill forbids and invalidates noncompetition covenants in Washington effective June 30, 2027. Business owners should start thinking now about what they need to do in light of the law.
What would happen to your business if you were suddenly unable to run it? Many small business owners assume operations will continue smoothly, but without proper planning, incapacity can quickly disrupt payroll, vendor payments, and daily management. This article explores how tools like powers of attorney, co-management structures, and proactive continuity planning can protect your business—and reduce stress on your loved ones—when the unexpected happens.
Losing a loved one is never easy, and even the most practical next steps can feel overwhelming in the midst of grief. Our “Initial Steps After a Loss” webinar was created to offer clarity, comfort, and guidance during an incredibly difficult time.
If you have young children, creating a Will isn’t just a good idea—it’s essential. While a Will helps provide for your spouse, its most important role for young families is protecting and providing for your kids.
When people complete their estate plans with an attorney, the resulting documents are often dense with legal language—filled with boilerplate provisions about taxes, trusts, and powers of appointment. These documents serve a critical legal function, but they rarely reflect the heart behind the plan.
Most spouses assume they’ll automatically inherit everything when their partner dies. They won’t. Let that sink in.
A new tax bill—officially called the “One Big Beautiful Bill Act” (OBBBA)—was recently signed into law, and we wanted to share a …
“I’d like to have a complex estate plan,” said nobody, ever. Indeed, overwhelmed by the subject, most people have a goal for …
Trusts come in all shapes and sizes and can be effectively used to solve for a variety of planning challenges. You want …
Often, folks want to protect hard earned assets from the costs of healthcare as they age. They fear expensive assisted living and …
Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the …
The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much …
Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other …
