This isn't Downton Abbey: Estate Planning 101

Join us for an Estate Planning presentation and learn about:

• What an Estate Plan is and why it's important for all families, not just the super wealthy.
• Why Seattle Home Owners and families with investment accounts should consider Estate Planning.
• What your Estate Plan MUST include to keep your family out of the probate court and how to make it as easy as possible for your family after you pass.
• Why it is crucial that your Estate Planning Attorney work with you to create a comprehensive plan that fits YOUR goals and family.
• What Estate Planning should cost and who pays the price of a poorly written estate plan (particularly, a “one-size-fits-all” estate plan downloaded from the internet).

Your Legacy Matters: It’s Not Just for the Super Wealthy

An estate plan doesn’t just benefit the wealthiest individuals. Just as the Crawley family in Downton Abbey meticulously manages their estate to secure their wealth and future generations, modern estate planning allows you to craft a tailored estate plan to protect your family’s legacy.

At its core, estate planning is about ensuring your family’s assets and wishes are managed according to your preferences, providing peace of mind and security for you and your loved ones. Whether you have a modest home and some savings or a more complex financial portfolio, an estate plan can help protect your interests and those of your family.

Secure Your Family's Future: Protect from Predators and Creditors

Estate planning can serve as a powerful tool to protect clients and their loved ones from predators and creditors. By carefully structuring your assets through trusts and other legal instruments, an estate plan can safeguard your wealth from those who might seek to take advantage of you or your beneficiaries.

Additionally, a well-crafted estate plan can include provisions to protect against frivolous lawsuits and other claims that could diminish your estate. By working with an experienced attorney to create a comprehensive estate plan, you can ensure that your hard-earned assets are preserved and passed on securely to your intended heirs, free from unwanted claims and external threats.

Complexity of Your Estate

As a home owner, or someone who has investments, it's important to provision for what should happen to these accounts in the event of your incapacitation or passing. Whether you have vested stocks, retirement accounts, or a mortgage, an estate plan can help prepare your beneficiaries for any situation.

More importantly, it's important to consider estate planning when you have children who need to be cared for whether they are young or old. A thorough estate plan will help make sure that your wishes for how a child will be educated, provided for, and raised should you no longer be able to make these decisions.

Medical Decisions

A comprehensive estate plan can also help your medical wishes be followed in the event of your incapacitation.

While you may not live in the grandeur of Downton Abbey, an attorney can give you the confidence of knowing your family will be well-cared through your customized estate plan.

Thursday, June 20th, 2024

12:30 PM - 2:00 PM

400 W Garfield St, Seattle, WA 98119

Host or Publisher View Ridge Family Law & Estate Planning