Andrea Lee

Legacy Estate Planning

A Western Washington native, Andrea has spent much of her life enjoying the beautiful Pacific Northwest. While she has always called Washington home, she has been able to live abroad, and knows first hand that nothing compares to her wonderful state. Andrea has a passion for helping others, and enjoys applying the skills she learned as an educator to her law practice. At Legacy Estate Planning, LLC Andrea works with her clients to create estate plans that work for them.

Andrea has been practicing law in the area of Estate Planning, Probate, Guardianship and Elder Law since September 2005. She started her practice focusing on Estate Planning, but soon realized her true calling was helping people plan for retirement and aging. When assisting her clients, Andrea focuses not only on the legal needs of her clients, but she also addresses the financial and practical struggles they are likely to face as they navigate the complex maze many families encounter when dealing with declining health, aging, and disability.

Podcasts

Unmarried Couples: Protections and Estate Planning

A lot of people choose not to get married. They cohabitate, they mix assets, they'll buy a home, and some even have retirement plans. There are many legal protections for married couples, but some of those protections don't extend to individuals who live together, such as Social Security, Medicare, Medicaid benefits. If an unmarried couple decides to live together, they ought to discuss how to protect each other, and consider how do you protect yourself if you choose to live with a partner. Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne to talk about protections and estate planning for unmarried couples.

Special Needs Trusts: Plans and Considerations

Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne to talk more about special needs trusts, comparing first party special needs trusts and third party special needs trusts.

Do You Need a Special Needs Trust?

So many of us have a loved one that may have special needs, a disability. Maybe a spouse has just been diagnosed with dementia and needs care, and they're afraid of losing their house or their money. If you're in that situation, or maybe your parents are, or a child that has special needs, this episode will be important. Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne to talk about special needs trusts and how people can protect their own resources.

How Legal Documents Work Together to Help You

This segment focuses on how various legal documents work together as part of your estate planning to make sure you're taken care of if anything happens that makes you incapacitated. Andrea Lee from Legacy Estate Planning joins Suzanne to talk about the pieces of a person's legal puzzle.

Incapacity: Everything You Need to Know

Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself. Andrea Lee from Legacy Estate Planning joins Suzanne to talk about issues individuals and families face in regards to incapacity. The type of care could range from simple tasks like buying groceries, paying bills, and handling financial matters to more important decisions such as selling real estate, gifting assets to your children, or making critical medical decisions. Incapacity planning could include a number of techniques such as Property Powers of Attorney, Health Care Powers of Attorney, Living Wills or Advance Health Care Directives or Guardianships/Conservatorships. It is also important to have appropriate HIPAA authorization forms in place.

Family Caregiver Tips: Legal Documents You Need

Elder law and estate planning attorney Andrea Lee joins Suzanne to provide some tips for unpaid family caregivers caring for a loved one about the legal documents they need to have in place, and also some practical tips to keep in mind. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.

Overlooked Legal Documents You Need to File

Elder law and estate planning attorney Andrea Lee joins Suzanne to talk about essential legal documents to have in place no matter your age, keeping them up to date, and describing oft overlooked documents such as the HIPPA release and POLST form, Physicians Order of Life Sustaining Treatment form. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.

Why Choose a Healthcare Power of Attorney

Elder law and estate planning attorney Andrea Lee joins Suzanne to talk about the healthcare power of attorney document. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington. This document is often overlooked by families. Who can make medical decisions for you when you're not able to make your own choices?

Why You Need to Grant Powers of Attorney

Elder law and estate planning attorney Andrea Lee joins Suzanne to share advice and tips for legal planning to help you age gracefully in a situation that you like. Andrea Lee serves as an attorney for Legacy Estate Planning in Belleville, Washington. The power of attorney document is a critical tool to let your family help take care of you when you're in a crisis situation.

Answers for Elders

Andrea Lee

Legacy Estate Planning

Podcasts

Unmarried Couples: Protections and Estate Planning

Special Needs Trusts: Plans and Considerations

Do You Need a Special Needs Trust?

How Legal Documents Work Together to Help You

Incapacity: Everything You Need to Know

Family Caregiver Tips: Legal Documents You Need

Overlooked Legal Documents You Need to File

Why Choose a Healthcare Power of Attorney

Why You Need to Grant Powers of Attorney

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