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Latest Blog Posts

Keeping Assets in Challenging Times

Posted on: April 10th, 2015
I frequently get asked about asset protection; specifically about keeping certain types of personal property. About three times a week, the questioning commences with discussions about ATVs, boats, motorcycles and snowmobiles. ...

Inherited Retirement Accounts: 5 Things You Need to Know

Posted on: April 10th, 2015
Almost everyone has some kind of retirement account—whether a 401(k), IRA or pension—so proper estate planning for these funds is essential. From tax treatment to beneficiary designations, Matthew T. McClintock, J.D., VP of Education with WealthCounsel, answers your questions....

How to Leave Assets to Minor Children

Posted on: April 10th, 2015
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good intentions and poor planning often have unintended results....

How to Protect Yourself From Lawsuits

Posted on: April 10th, 2015
These days, lawsuits can happen to anyone, at anytime. In the United States alone, roughly 15 million civil cases are filed each year. For those who work in fields where lawsuits are common—doctors, lawyers, architects, business owners—getting sued seems inevitable. A study published in the New England Journal of Medicine found that 99 percent of physicians in high-risk specialties will deal with at least one malpractice suit before retirement age. ...

Qualified Personal Residence Trusts and Their Potential Use In Meeting Estate Planning Objectives

Posted on: April 10th, 2015
What is a Qualified Personal Residence Trust? A Qualified Personal Residence Trust (QPRT) is a trust that holds a personal residence for a term of years, allowing the creator of the trust (grantor) to remain in the residence. When the term of the trust ends, ownership of the personal residence transfers to the beneficiaries of the grantor. The grantor can retain the right to rent the residence after the term of the trust ends....

Gifting... An Easy and Satisfying Way to Reduce Estate Taxes

Posted on: April 10th, 2015
If you have a sizeable estate, you may want to consider giving some of your assets now to the people or organizations who will receive them after you die. Why? First, it can be very satisfying to see the results of your gifts -- something you can't do if you hold onto everything until you die....
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Leonard A. Hagen, J.D., LL.M.
Sound Estate Planning, PLLC
152 3rd Ave. South, Ste. 107
Edmonds, WA 98020
Phone: (425) 967-7287

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