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Using a Testamentary Trust to Provide for Grandchildren’s’ Education

By Marisa Broggel | December 6, 2018

When grandparents begin the estate planning process, often they want to leave money to their grandchildren in a will. However, what are the best options to leave money to grandchildren when the grandparent wants to make sure that those funds are used for the child’s college expenses and not blown on unnecessary or frivolous extravagances?…

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Pet Trusts

By Marisa Broggel | November 2, 2018

Did you know that you can leave money to be used for the care of your dog, cat or other pet after you die?  Using your will, you can also put someone in charge of managing and spending the funds, following a written set of instructions that you provide.  Recently, Washington law changed to allow…

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Special Needs Trusts

By Marisa Broggel | October 15, 2018

If your spouse is disabled and has qualified to receive, or may in the future qualify to receive, Supplemental Security Income (SSI) and/or Medicaid benefits, you and your lawyer will need to carefully consider how to provide your spouse with an inheritance, or else his or her qualification for those benefits will be at risk.…

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Digital Legacy

By Marisa Broggel | September 7, 2018

Your internet passwords, combinations, and other secure information is important information that becomes part of your legacy when you die.  Your legacy is whatever assets and property you leave behind after you die. In today’s digital age that includes email accounts, online bank accounts, user names, passwords, automatic payments, and the list goes on.  Even…

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