Washington Estate Planning Legal Guides (23 found)

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Written by Ann Davison Sattler
Contributor Level 4

How to determine what rights you now have by law and what you need to take care of yourself in your estate plan.
John S. Palmer
Written by John S. Palmer
Contributor Level 4

Developing an estate plan can be a daunting process. At the Law Office of John S. Palmer, our goal is to make the process as easy as possible for you. We also have the knowledge and experience to help develop an estate plan that is right for you.
Frank A Selden
Written by Frank A Selden
Contributor Level 7

Disposing of property held jointly with another person may involve legal rights held by the other property owners. This section analyzes the Washington State regulations and case law regarding the ownership of property held as community property, joint tenancy or tenancy in common.
Frank A Selden
Written by Frank A Selden
Contributor Level 7

The use of will substitutes allows a decedent to achieve a nontestamentary estate disposition. Will substitutes are created by documents that have the legal effect of passing asset title directly to stated individuals. WA recognizes the validity of substitutes to dispose of assets at death.
Frank A Selden
Written by Frank A Selden
Contributor Level 7

Washington statutes require that all wills be: a) in writing; b) signed by the testator; and c) attested by two or more competent witnesses who subscribe the will or accompanying affidavit in the testator’s presence and by the testator’s direction or request. [RCW §11.02.020]
Frank A Selden
Written by Frank A Selden
Contributor Level 7

Property passes under WA Probate law relating to descent and distribution when the decedent dies without leaving a will, the decedent’s will is denied probate due to improper execution or successful contest; or the decedent’s will fails to completely dispose of all property.
John S. Palmer
Written by John S. Palmer
Contributor Level 4

A "Bypass Trust", also known as a "Credit Shelter Trust", is a common type of Trust married couples include in their Wills or Revocable Living Trust to reduce or even eliminate state and federal estate taxes.
John S. Palmer
Written by John S. Palmer
Contributor Level 4

When a person dies, Washington law provides alternatives for transferring assets to the decedent’s heirs; depending on a number of factors, including size of the estate, manner in which assets are titled, if decedent was married, had a Will, & whether estate was solvent (assets exceed debts).
Lincoln J. Miller
Written by Lincoln J. Miller
Contributor Level 4

In the old days, if you wanted your grandson to receive grandpa's hunting rifle, you had to have your attorney draft that bequest for you. Later, when your grandson joined the Brady Campaign, you had to go back to your attorney to change your Will or Trust - unless it included a list provision!
Christopher Trent Kunz
Written by Christopher Trent Kunz
Contributor Level 4

Many people do not know the unintended consequences of "putting their child on their account." This guide will discuss the consequences of having someone other than your spouse on your account and the alternatives to putting a child on the account.
Charity Anastasio
Written by Charity Anastasio
Contributor Level 4

Community Property laws are the foundation of all estate plans for registered domestic partners and spouses in Washington State. Understanding the character of one's assets is key to planning for life. Here is a quick and simple explanation of community property laws in Washington State.
Christopher Trent Kunz
Written by Christopher Trent Kunz
Contributor Level 4

Avoiding probate can save your estate thousands of dollars and months in probate court. The following are some probate avoidance techniques.
Mark David Albertson
Written by Mark David Albertson
Contributor Level 3

When a child is the plaintiff if a personal injury settlement, a number of issues come up, especially if that child is disabled.
John S. Palmer
Written by John S. Palmer
Contributor Level 4

A Guardianship is a court proceeding whereby one can obtain the legal right to make decisions regarding the property and/or personal affairs of another. A Guardianship is similar to a Power of Attorney in that they both deal with substitute decision making.
John S. Palmer
Written by John S. Palmer
Contributor Level 4

If you have been named as the Agent or Attorney-in-Fact in a Durable Power of Attorney, here is a brief discussion of some common issues you may face.
John S. Palmer
Written by John S. Palmer
Contributor Level 4

Once a guardianship is established, the court has continuing oversight over the affairs of the Ward until the guardianship is terminated. The following is a general discussion of the duties and responsibilities of a legal guardian.
John S. Palmer
Written by John S. Palmer
Contributor Level 4

A Power of Attorney grants a third party (the "Agent" or "Attorney-in-Fact") the legal authority to make decisions for, or act on behalf of, the person signing the Power of Attorney (the "Principal"). The specific powers granted will vary depending on the needs of the Principal.
John S. Palmer
Written by John S. Palmer
Contributor Level 4

A Revocable Living Trust is similar to a Will in that it provides for the disposition of assets after your death; as with a Will, it may include provisions for minimizing or eliminating estate taxes, and for continuing to hold assets in trust for any minor or incapacitated beneficiaries.
John S. Palmer
Written by John S. Palmer
Contributor Level 4

A Special Needs Trust is designed to accelerate/preserve a disabled beneficiary’s eligibility for Medicaid, SSI, and other government programs; the Trust document can dictate that the Trust funds are to be used to supplement, not replace, any government benefits the beneficiary may receive.
Megan Hazel Gebhardt
Written by Megan Hazel Gebhardt
Contributor Level 3

A health care directive, also referred to as a living will, is a legal document that expresses an adult’s wishes regarding the life-sustaining measures he or she will be provided in the event the individual reaches a certain medical status.

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