Washington Trusts and Estates
Preserve Wealth. Protect Values.
We provide comprehensive legal counsel to individuals and families throughout Washington state, designing estate plans that reflect your personal values and financial goals.
Practical, Compassionate Counsel.
Planning your legacy is an inherently personal matter and often involves sensitive family dynamics. We take a client-focused approach, providing customized solutions combined with practical counsel.
From foundational estate planning to sophisticated wealth transfer strategies, we help you navigate Washington’s complex legal framework — minimizing uncertainty and burdens, and taxes.
Tailored to your life stage
Connected with your financial advisors
Grounded in Washington Law
Avoid Uncertainty
Without a plan, state laws determine asset distribution, often leading to court-supervised probate. Plans that fail to account for family dynamics can create avoidable stress. Plans that fail to account for the needs of your beneficiaries could disentitle them from government benefits like medicare.
We help craft and document a plan which navigates your specific situation and needs, giving you and your loved ones comfort at all stages.
Minimize Taxes
Washington has no income tax, but it makes it up elsewhere. Don’t let the tax man have the last stand with your estate.
Washington taxes the assets in an estate up to 35%. The good news is that this tax, if it applies in your situation, can be managed or avoided entirely in legal manners. We can help craft a plan to maximize your exemptions to minimize the taxes applicable to your estate.
Comprehensive Wills and Estate Services
We address both current needs, and long term objectives. Our counsel help achieve your needs and goals in the following areas, among others:
Estate Planning
- Wills & Revocable Living Trusts
- Durable Powers of Attorney
- Health Care Directives
- Minor Guardianship
- Community Property Agreements
Trust Services
- Revocable and Irrevocable Trusts
- Special Needs Trusts
- Charitable Trusts
- Assets Protection Trusts
- Trustee Advisory
Strategic Advisory
- Fiduciary Duty Guidance
- Trust Administration Requirements
- Accounting Obligations
- Distribution Decisions
- Tax Reduction Strategies
Our Approach
Step 1: Discovery
We meet to understand your family dynamics, values, and financial picture. We listen first, ensuring we understand your unique “why.”
Step 2: Design
We draft a catered plan, coordinating beneficiary designations and non-probate assets. We work with your accountant to ensure the plan is fully integrated.
Step 3: Signing
You sign with confidence. We provide guidance on finalizing and implementing the plans to secure your legacy, keeping you in control.
Secure Your Legacy
The best time to plan is now. Reach out to schedule a consultation about your estate planning or trust administration needs.