You’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 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 Contributions grow tax-deferred and may be withdrawn tax-free for qualifying expenses.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 MoreThe Certified Professional Guardian Board, a program run by the Washington state court system which governs certified professional guardians in Washington, has revised its standards for “meaningful in-person contact” with the incapacitated person. These changes were made following the Washington…
Read MoreA recent Washington State Court of Appeals (Division I) case holds that the time during which the creditor of a probate estate can bring a claim begins to run from the mailing of the Notice to Creditors, even if the…
Read MoreA recent decision by the Washington state Supreme Court, Raven v. Department of Social and Health Services, clarifies the duty of a guardian of the person to take an incapacitated person’s preferences into account in making residential placement decisions. The…
Read MoreIn 2011, the Washington State Legislature revised RCW 11.96A.070, the statute of limitations for breach of fiduciary duty claims against trustees. The new statute became effective January 1, 2012. Under prior law, a beneficiary could sue a trustee for breach…
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