Tag: Legacy Estate Planning

Probate is a court process to retitle assets. Probate is designed to create a “final accounting” upon death. It is the legal process of “proving up” a will, or verifying that a will is valid, takes place in one of two instances. First, if a person dies leaving behind a will, or second, if the deceased has died intestate, that is, has not left behind a will or estate plan of any type or the will cannot be found. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to give us a primer on probate.

Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones many times the expense and headaches you thought you were avoiding. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to talk about the difficulties of using joint tenancy while trying to plan your estate.

If you don't file estate planning documents, your state will do it for you, perhaps not the way you expect. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to talk about various options available when planning your estate, what happens when you list beneficiaries, generally how wills work, living wills, living trusts, and Medicaid planning.

Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to talk about having an estate plan. Families run into gotcha moments where they discover a loved one hasn't files certain documents, or haven't made plans, and are left to second guess what they want. In this segment, Steve introduces the concept of estate planning and different types. Most people don't want it to be a curse, but a blessing, and it's about protecting yourself during your lifetime. Make sure your wishes are honored they way you want to be honored.

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.

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.

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?

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.

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.

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