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Why Choose to Use a Professional Fiduciary

April 11, 2022 By John Platt

Published in the Puget Sound Business Journal March 13, 2015: The scenario typically goes something like this: you’re at a family gathering. Everyone is there and in great spirits. Sometime after dessert and before the good­byes, you pull your daughter aside and ask her if she would be willing to be the executor of your […]

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Planning Your Digital Assets

April 11, 2022 By John Platt

One cannot scan a news source these days without seeing a headline about crypto currencies. So, it is understandable that when estate planning advisors raise the topic of digital assets, today’s headlines make you think of Bitcoin. While crypto currencies are a digital asset, there are several others we encourage you to consider as you […]

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Power of Attorney – What is it and Why Have One?

April 11, 2022 By John Platt

When people talk about “estate planning”, it’s not surprising that many think of a will, as in a Last Will & Testament. Images come to mind of solemn looking people in a wood paneled office, looking on as an attorney reads the “who-gets-what” part of a document that says what someone wants to happen to […]

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Watch Out!

December 15, 2020 By editor

Click picture to read about a recent scam regarding stimulus checks

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Five reasons you should have an updated will — and estate plan

November 15, 2020 By editor

Click picture for article!

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