Tag: Stephen Waltar

People sometimes put their estate documents in a file and forget about them. Elder law attorney Steve Waltar joins Suzanne to talk how to keep your estate plan documents current.

How do you make updates to your estate plan? Elder law attorney Steve Waltar joins Suzanne to talk about dos and don'ts. In particular, he explains that a power of attorney is not a commodity. They're all radically different.

With a new year arriving, it's time to consider reviewing and updating legal documents. Elder law attorney Steve Waltar joins Suzanne to talk about when to update estate plans.

Elder law attorney Steve Waltar joins Suzanne to talk about the Corporate Transparency Act, a new federal law made to thwart money laundering, but has overreaching implications for owners of new and existing small businesses and their legal agents across America.

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.

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.

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

Stephen Waltar from Legacy Estate Planning in Bellvue discusses trusts. If you own a home, you need a will or a trust. We all...

Stephen Waltar from Legacy Estate Planning in Bellvue discusses trusts. He said he likes the phrase, "Don't put your trust in money, put your...