We lead clients through proactive, step-by-step estate planning to minimize estate taxes, give peace of mind, facilitate assistance from designated friends and family, and reduce risk of discord and litigation among family. Estate planning provides not only distribution of assets after death, but also an orderly approach for aging-in-place and tools to enable adult children or other caregivers to care for elders, physically or financially.
We handle both moderate and high net worth clients. Everyone benefits from having their "affairs in order", regardless of net worth. Invest in the right plan now. Probate is the process by which the terms of someone's Will are followed, including the appointment of a personal representative (executor).
We handle both moderate and high net worth clients. Everyone benefits from having their "affairs in order", regardless of net worth. Invest in the right plan now. Probate is the process by which the terms of someone's Will are followed, including the appointment of a personal representative (executor).
Services
Common Misconceptions
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I'm married, so I don't need a will because everything will go to my spouse automatically upon my death. By law, your spouse is the heir to your community property, but will likely have to go through probate to actually transfer assets into your spouse's name without the right planning.
However, if you have separate property, a portion of that property may be required to go to your children from a prior marriage, parents, or siblings instead of your spouse.With proper estate planning, it is likely you can avoid probate on the first of your deaths and possibly on the second as well.
However, if you have separate property, a portion of that property may be required to go to your children from a prior marriage, parents, or siblings instead of your spouse.With proper estate planning, it is likely you can avoid probate on the first of your deaths and possibly on the second as well.
Basic Wills and Powers of Attorney
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Don't be that person who leaves his or her family behind without a coordinated plan.
Even if you don't have an "estate" that requires complex planning, everyone benefits from a basic understanding of the process and appropriate documents which allow loved ones to care for you when you can't care for yourself, transfer assets as easily as possible upon your death, avoid probate, clarify who has the authority to act for you and what powers they have, and avoid disputes among family members.
Even if you don't have an "estate" that requires complex planning, everyone benefits from a basic understanding of the process and appropriate documents which allow loved ones to care for you when you can't care for yourself, transfer assets as easily as possible upon your death, avoid probate, clarify who has the authority to act for you and what powers they have, and avoid disputes among family members.
Estate Planning
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Now is the time to invest in yourself and your family. Estate planning is necessary for everyone. Estate planning refers to a broad range of techniques, considerations, organization, information, arrangements, and, finally, documents, established for others to care for you when you can't care for yourself (because of age, accident, influence, disease, etc.) and to provide for your loved ones after you pass away.
Probate and Trust Administration
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We understand what you're going through and have experienced it personally first-hand, as well as every day in our practice. When people die, there are many steps to follow to take care of their affairs and transfer assets to survivors. Not only are there procedures surrounding transferring debts and assets, but there are strategic moves families can take to protect assets down the line or minimize estate or income taxes.
Business Formation and Transactions
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Forming and operating a business are exciting times in your life. As a Spokane business attorney, I can help. From creation and operation to transfer or sale, I can guide and assist you in the process. Entering into business with friends, family or investors can lead to tricky situations.
Get agreements in writing upfront while relationships are good and memories are fresh, so you have a predetermined process for how things will work when you go your separate ways.
Get agreements in writing upfront while relationships are good and memories are fresh, so you have a predetermined process for how things will work when you go your separate ways.
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