Estate Planning (Page 8 of 9)

Advanced Directives, with Jim Koewler

Elder Law Attorney Jim Koewler talks about advanced directives, crucial for family caregivers.

Advance Planning with Daphne Davis, Part 2

If you’re in a situation where no one needs to make an urgent move, or even in-home care, but if you’re wondering if you’re on the right track and you give me a call, Daphne Davis at Pinnacle Senior Placements suggesting calling her or one of her advisors. They come out to your home and have a conversation, get to to know you. The process is unique for everyone.

Advance Planning with Daphne Davis, Part 1

Gathering information – you never know when you’ll need it. Some families are really good about thinking about it: downsizing to a smaller home, no steps, putting in grab bars, a step-in shower. But there are other things to pay attention to, such as a throw rug. Daphne Davis at Pinnacle Senior Placements goes through advance planning steps.

Pre-planning with Alzheimer’s, with Dan White

Dan White at Evergreen Washelli explains that there is no better time for funeral pre-planning than when you’re diagnosed with Alzheimer’s, while you’re fully cognizant of your wishes. Get things down on paper for someone who would be coming on your behalf, so they can honor your wishes and not have to guess or make assumptions.

Consumer Rights in Funeral Planning, with Dan White

Dan White at Evergreen Washelli talks about consumer rights when it comes to funeral planning, governed by the FCC. When shopping and pre-planning for either a casketed funeral or cremation is that the company is required to be able to present a general price list covering services as well as a casket price list.

New Year: Review Your Legal Documents

Stephanie Haslam is an elder law and estate planning attorney with Compassionate Legal Care. January is a time for new starts, and it’s a good time to review your estate planning documents to make sure they’re all in order. If you don’t have them, then to learn about the types of documents that could become important, such as power of attorney, to have someone who can help you make decisions if you’re not able to do that by yourself. If you’ve made a will or trust, is it up to date? Are your assets properly titled in the trust? Are your healthcare directives up to date, based on the current condition of your health? It’s time to take stock of these items.

Working with Churches on Memorial Services with Dan White

Dan White at Evergreen Washelli talks about religious preferences and memorial services. Churches have different protocols or traditions that they follow. All have their intricacies and special requests. We are there to help serve the pastor, minister, priest — whoever is in charge of the service.

More About Estate Planning with Stephen Waltar

Stephen Waltar from Legacy Estate Planning in Bellvue discusses trusts. If you own a home, you need a will or a trust. We all need estate planning documents, the questing is what kinds meet their needs. We suggest reviewing documents every three years.

The Value of Trusts with Stephen Waltar

Stephen Waltar from Legacy Estate Planning in Bellvue discusses trusts. He said he likes the phrase, “Don’t put your trust in money, put your money in trust.” There are many kinds of trusts. It’s like a tube of toothpaste. If you squeeze the toothpaste out, anyone can get it: their creditors, the state, and you can’t get that toothpaste back in the tube. Instead, put it in a container, a trust for the benefit of someone. The difference between a will and a trust is this: if you hire an architect and they draw up blueprints, does that build the home? A will is a blueprint, it doesn’t do anything until after your passing.

Scattering Ashes with Dan White

Cremation is rising in the northwest U.S. Nationally it is about 50 percent, about 75 percent in the northwest, whereas in some places on the east coast it is as low as 10 percent, so it varies. What are the rules about scattering ashes? Dan White at Evergreen Washelli says, generally speaking, check with local authorities to see if it’s allowable, particularly in national or state parks.

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