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Estate planning

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.
Estate planning

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?
Estate planning

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.
Steve Waltar, Legacy Estate Planning

Leave a Lasting Legacy: Estate Planning

Most people want their family to remember them, they want to pass on something. What does it mean to leave a lasting legacy? What's a mistake, and what are some pointers? Steve Waltar with Legacy Estate Planning joins Suzanne to talk about matters of Inheritance and philanthropy with your estate.
Legacy Estate Planning

How to Decide: A Will or a Trust?

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about whether you might prefer to have a will or a trust, and why.
Steve Waltar, Legacy Estate Planning

How to Choose Beneficiaries: Estate Planning

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about the particulars of choosing beneficiaries when planning for your estate.
Estate planning

People Needed for Your Estate Plan: Irrevocable Third-Party Trust

Listen in to learn about setting up your estate plan and the people needed to set up irrevocable third-party trusts, with elder law attorney Jim Koewler.

People Needed for Your Estate Plan: Revocable Trusts

Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents. This segment covers revocable trusts.
Seniors signing forms

People Needed for Your Estate Plan: Wills

Elder law attorney Jim Koewler joins Suzanne to talk about your estate plan and the people needed to complete various documents, such as wills and living wills.
Seniors signing forms

People Needed for Your Estate Plan: Powers of Attorney

Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents, such as powers of attorney, wills, living wills, revocable trusts, and irrevocable third-party trusts. This segment covers Powers of Attorney.