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ESTATE PLANNING and ADMINISTRATION Estate planning typically refers to making arrangements to control how a person's property is to be handled, either during that person's lifetime, and/or after death. The term is also often used regarding making arrangements to deal with financial matters or personal matters (such as health care). We can assist you to prepare legal documents, and can handle legal proceedings relating to: Last Will and Testament Community Property Agreement An agreement between spouses regarding ownership of property (may cover all property, or may be limited to specific property), and provides that the relevant property will pass upon the first spouse's death to the surviving spouse. Living Trusts (Revocable and Irrevocable) Durable Powers of Attorney - Regarding Financial Matters - Regarding Health Care Matters Allows a person to appoint an agent with authority to make decisions and take action on behalf of the person. The power of attorney can grant broad powers, or can grant limited powers or be restricted to certain property or matters. Health Care Directive Often referred to as a "living will", it's purpose in to prevent specified health care measures in case of a terminal illness or permanent vegatative state. Guardianship (when a person is unable to handle his or her own affairs) POST-DEATH MATTERS Probate - administration of the estate of a deceased person who left a WILL Estate Administration - handling the estate of a deceased who did NOT leave a Will Please visit our affilated Seattle Probate Services webpage Community Property Agreement Affidavit Can be used in place of a probate or estate administration proceeding, to transfer ownership of a deceased spouse's estate to the surviving spouse. Small Estate Affidavit Often a quicker and less expensive alternative to distrubuting a deceased's person estate, if it is less than $100,000 and there is no real estate owned. TAXES - Federal Estate & Gift; WA State Estate taxes - Tax Planning - Tax Returns Estate Returns - including IRS Forms 706, 1041 Some Helpful Resources: click underlined links Will Probate Forms: Forms |
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