3055 112th Ave. NE, Suite 110
Bellevue, WA 98004

Tom

June 28, 2022

How to Protect Yourself from Elder Fraud

It is not uncommon for people to offer to assist older family members with their finances or guide them through the process…

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June 21, 2022

Review and Update your Retirement Plan Beneficiaries

If you have a retirement plan, it’s important to review and update your beneficiaries regularly. Why? Because your beneficiaries are the people…

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June 14, 2022

4 Tips For Avoiding Will Contests

It’s never a good feeling to think about children, grandchildren or a spouse arguing over provisions in a will or revocable living…

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June 7, 2022

The Importance of Organizing Information for Your Family

For many people, their death is not something that they want to talk about or think about. It’s understandable that having a…

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May 23, 2022

How to Select a Trustee or Executor

Selecting a trustee or executor for your estate plan is one of the most important decisions that you will need to make…

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May 18, 2022

Estate Planning for Social Media Accounts

It’s undeniable that we are living in a technology driven day and age. For most people, their day begins by checking their…

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May 16, 2022

Estate Planning for Blended Families

Estate planning is a topic that can feel confusing or overwhelming for any person, regardless of their personal or financial background. However,…

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Estate Planning Options: Special Needs Trust

One of the leading benefits about estate planning is that you have the flexibility to plan for a number of different possibilities…

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