Crafting the Right Estate Plan for You
Dianna has more than 20 years of estate planning experience. Each client has unique estate planning needs, and she takes the time to listen to you and help you to achieve your goals.
Dianna is truly dedicated to helping families with all of their legal concerns. Estate planning involves some of the most important decisions families can make, and she will give you the information you need to feel confident in those decisions.
There are multiple documents that can be useful to you as part of your estate planning. Based on your situation, she will draft one or more of these documents for you:
Your will is the primary document that will be used in probate to put your wishes into action. Especially if you have young children, you need a will to establish guardianship for them.
Probate in Washington State is a relatively inexpensive and expeditious proceeding. Call for a free consult to discuss the process and cost.
In Washington State, these agreements in the right situation can reduce burdens on the surviving spouse by providing for a non-probate transfer of property. These agreements are available to married couples and registered domestic partners.
This is a trust that has been very popular with a large part of the population for several years. The trusts are promoted as a good way to avoid probate. Unfortunately, people with these trusts frequently fail to properly transfer their assets into the name of the trust. Some assets are hard to transfer and frequently assets are accidentally omitted from the trust. This may be a good option for you, but you will want to discuss the pros and cons of this type of estate planning device before selecting it.
These documents are are useful when one or both of the parties entering into a marriage have significant property that they wish to be identified as their separate property. There are a lot of option for structuring what assets will remain separate and what assets will be considered community property. Our goal is to create options that fit your needs.
You can name the person you want to make financial and healthcare decisions on your behalf if you become unable to communicate your wishes. This important document can avoid the need for guardianship.
This document allows you to outline the life sustaining treatment you want to be given, in the event you are in a terminal condition or permanently unconscious.
Special arrangements such as credit shelter trusts, QTIPS and QDOTS can protect your assets from unnecessary taxes. We can help you make sure that your assets are given to the people you love rather than the government.
If you have a disabled child or want to provide for someone you care about with a special need, we will help you create a trust to protect the assets you want to be given to that person.
This is a legal arrangement where someone can handle the affairs of another. The "guardian" is entrusted with the care and custody of the "ward," and this usually includes control of all the assets of the ward as well as business and health care decision-making and substantial control over the affairs of daily living. A guardianship is established by a legal proceeding overseen by a judge or court commissioner who must make a finding that the "alleged incapacitated person" (the AIP) is unable to manage their own affairs and that there are not "lesser restrictive alternatives" which could be used to avoid the imposition of a guardianship. Commonly, for example, older persons have established powers of attorney in trusted family members or friends who can manage their affairs without the legal determination required in a guardianship. If you know someone you believe needs a guardianship to protect their needs you can call for a free consult.