For some people, all they need is a simple Will and Power of Attorney for their estate plan. For others, a more complex estate plan is called for. People with taxable estates (more than $5.49 million), people with minor or disabled children, people who own their own business, or people in 2nd marriages where both spouses have children from previous relationships, all live in situations that may require a complex estate plan.
Every person and every family is unique. That's why we take the time to meet with our clients in person, get to know them, and come up with a plan that meets their goals and fits their circumstances, sometimes coordinating our efforts with the client's accountant, financial planner, or other advisors.
If you have questions about how we can be of service to you and your family, give us a call at 253.858.5434 to set up an appointment. We proudly serve clients throughout Washington and Idaho.