We understand that the coronavirus outbreak is a source of high anxiety. The estate planning attorneys at MPBA have transitioned to remote operations during the stay-in-place order to ensure we meet our clients’ needs. We remain available to assist during this challenging…
Read MoreCo-author: James Nevers, CFP ® - Soundmark Wealth Management Your estate plan and financial plan should be given careful thought before the 2020 elections. The Senate currently is made up of 53 Republicans, 45 Democrats, and 2 independents. There…
Read MoreThe cremation process has a significant carbon footprint, as does traditional burial. However, Washington residents will soon be able to dispose of human remains using more environmentally friendly methods.
Read MoreYou’re old enough. You’re wealthy enough. People depend on you. There’s no excuse for procrastinating! By Kaity Perez, JD, LLM and James Nevers, CFP A recent Caring.com survey found that nearly four in five millennials (78%) and 64 percent of…
Read MoreSome health care providers, including Swedish Hospital, are presenting patients with Advance Directives, also known as Health Care Directives or Living Wills, for their consideration and signature. A Health Care Directive (referred to herein as a “Directive”) is a document…
Read More529 plans are tax-advantaged savings plans that have traditionally been used by families to pay for their children’s college expenses. Contributions grow tax-deferred and may be withdrawn tax-free for qualifying expenses. These plans have always been a powerful planning tool…
Read MoreIf you are interested in making charitable contributions without the complexity of establishing a private foundation or a charitable trust, you may consider giving through a donor-advised fund (DAF). What is a Donor Advised Fund? Essentially, a DAF is an…
Read MoreIn Matter of Estate of Rathbone, the Washington State Supreme Court held that the trial court did not have the authority to construe an ambiguous provision in a non-intervention Will (1). Rathbone involves a dispute among three brothers (Todd, Glen,…
Read MoreThis article is a collaboration between Evan Monez, attorney at Montgomery Purdue Blankinship & Austin PLLC, and Geoff Curran, Wealth Advisor at Merriman. Though we try to stave off the inevitable as long as we can, it’s a fact of…
Read MoreOn November 16, 2017, the House of Representatives passed the “Tax Cuts and Jobs Act” (H.R. 1) (the “House Bill”) with a 227–205 vote. The Senate’s version of the “Tax Cuts and Jobs Act” (the “Senate Bill”) has not been…
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