Archived
If I name my daughter as the beneficiary of my retirement accts, can she roll these funds into her own retirement acct tax-free?
Timothy's answer
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Answered on July 12, 2010
I agree with Constance Smith in regard to the IRA. However, you need to be careful about trying to distribute you estate equally to your children,...
Executor over special needs trust
Timothy's answer
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Answered on June 23, 2008
I am assuming that you are confusing executor and trustee. The special needs trust or any trust for that matter is administered by a trustee who...
Archived
Power of Attorney
Timothy's answer
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Answered on May 27, 2008
In Washington, unless the later power of attorney revokes the earlier one, both powers of attorney should still be effective.
Archived
Rights to property after death
Timothy's answer
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Answered on February 04, 2008
You will need to consult with an dissolution attorney and/or an estate planning attorney in the state in which you resided when during your...
Spouses elective share+washington
Timothy's answer
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Answered on December 12, 2007
A spouse does not have an elective share in Washington. A spouse is entitled to his or her half of the community. Under certain circumstances a...
Archived
Durable Power of Attorney question - Blocking a sibling's demand for money
Timothy's answer
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Answered on December 12, 2007
You should consult with a local attorney who does guardianship. A durable power of attorney only works if the principal (your mother) cooperates. ...
Archived
Living trust
Timothy's answer
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Answered on December 03, 2007
I agree that avoiding probate in Washington is not a big savings, but there are benefits to using a properly prepared revocable trust. The...
Archived
Trust fund usage
Timothy's answer
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Answered on December 03, 2007
First, be careful about your choice of trustee - you want someone who you are confident knows and will carry out your wishes - the trust document...
Archived
Death with no will in WA
Timothy's answer
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Answered on December 03, 2007
To follow up on the Ms. Powell's answer, the amount of personal property that can pass outside of probate by the small estate affidavit was raised...
Archived
Property in a will
Timothy's answer
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Answered on November 07, 2007
You can't stipulate the provisions of your son's Will, but you can put restrictions on your son's use of the home and who he can leave it to at his...
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