A well-crafted estate plan should be flexible enough to adapt to changes in laws, technology, and personal circumstances.

A well-crafted estate plan should be flexible enough to adapt to changes in laws, technology, and personal circumstances. One key tool for flexibility is a Revocable Living Trust, which allows you to make updates as needed without going through probate. Adding a Trust Protector -- an independent third party with the power to modify Trust provisions -- can also help adapt to legal and financial changes. Incorporating broad Powers of Attorney and Healthcare Directives ensures that trusted individuals can make decisions on your behalf if circumstances change. Additionally, using clear, updated beneficiary designations on retirement accounts and insurance policies prevents unintended consequences. Regularly reviewing and updating your estate plan with your lawyer ensures it stays aligned with current laws and evolving family needs.

If you have questions about creating an estate plan or updating an existing one, give us a call at 253.858.5434 to set up an appointment today. We represent clients throughout Washington and Idaho and are available to meet in person, by phone, or via video conference for our clients' convenience.