News and Articles

4 05, 2020

The Special Role of a Special Needs Trust

James A. Jones2022-01-17T02:34:11-08:00

Most Washington parents expect that their children will grow up, move out, and start lives of their own. Once their kids are financially independent [...]

The Special Role of a Special Needs TrustJames A. Jones2022-01-17T02:34:11-08:00

29 04, 2020

Beneficiary designations and estate planning

James A. Jones2022-01-17T02:47:42-08:00

When Washington residents think about planning for the future and distributing their assets, they may consider making a will or even a trust, envisioning [...]

Beneficiary designations and estate planningJames A. Jones2022-01-17T02:47:42-08:00

16 04, 2020

Meeting the Requirements of a Valid Washington Will

James A. Jones2022-01-17T02:05:50-08:00

A will is an important estate planning document that protects a person’s interests and preferences for how their wealth and property is distributed after [...]

Meeting the Requirements of a Valid Washington WillJames A. Jones2022-01-17T02:05:50-08:00

15 04, 2020

Long-term care: How will you pay for it?

James A. Jones2022-01-17T02:15:47-08:00

A comprehensive approach to long-term care is critical to your ability to deal with any situation you may face as you age. The older [...]

Long-term care: How will you pay for it?James A. Jones2022-01-17T02:15:47-08:00

2 04, 2020

Picking an estate executor can be tricky

James A. Jones2022-01-17T02:03:00-08:00

Many people in the Tacoma area have taken the time to create an estate plan to protect their assets. An estate plan is critical [...]

Picking an estate executor can be trickyJames A. Jones2022-01-17T02:03:00-08:00

2 04, 2020

How to talk to your elderly parents about their long-term care

James A. Jones2022-01-17T02:24:54-08:00

It is easy to put off talking about a difficult subject, even with loved ones. It is uncomfortable and can lead to an emotional [...]

How to talk to your elderly parents about their long-term careJames A. Jones2022-01-17T02:24:54-08:00

31 03, 2020

Do you worry your child will waste their inheritance?

James A. Jones2022-10-13T00:39:19-07:00

You have worked hard to earn the assets you now have, and you may want to pass those assets on to your adult children [...]

Do you worry your child will waste their inheritance?James A. Jones2022-10-13T00:39:19-07:00

30 03, 2020

What types of documents should I include in my estate plan?

James A. Jones2022-01-17T02:36:48-08:00

Estate planning is designed to help get the estate planner prepared for the disposition of their property, incapacity and to help make sure their [...]

What types of documents should I include in my estate plan?James A. Jones2022-01-17T02:36:48-08:00

30 03, 2020

The importance of knowing when to update an estate plan

James A. Jones2022-01-17T02:24:41-08:00

Knowing when to update an estate plan can be as crucial as developing an estate plan to begin with. This blog recently discussed what [...]

The importance of knowing when to update an estate planJames A. Jones2022-01-17T02:24:41-08:00

30 03, 2020

The steps to take to plan for incapacity

James A. Jones2022-01-17T02:06:40-08:00

By preparing for incapacity, estate planners can relieve a burden that may otherwise fall to loved ones and at the same time ensure their [...]

The steps to take to plan for incapacityJames A. Jones2022-01-17T02:06:40-08:00

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