Statistics reveal that only 1 out 4 adults that should have an Estate Plan, actually do. Passing away without a properly drawn Estate Plan can have dire consequences from the transfer and protection of your estate assets to who will take care of your children in the event of your death or disability. In addition, without a properly drawn Estate Plan, you will not have control over who makes decisions on your behalf in the event of your incapacity or permanent illness.
At Valdez Lehman, we not only understand the legal, but emotional complexities involved in preparing an Estate Plan that is suited for our clients. We not only draft the proper documents that will be legally enforceable, but more importantly, we strive to educate our clients so they have a full understanding of the Estate Planning process.
Valdez Lehman takes into consideration all facets of our clients when preparing an estate plan. This may include such factors as age, assets, liabilities, intent of the testator and taxation liability upon death.
Planning for our clients range from a basic Last Will and Testament, Durable Power of Attorney and Healthcare Directive, to more sophisticated planning which may include a Revocable Living Trust, Testamentary Trusts, Special Needs Trust, Limited Family Partnerships and Taxation Planning.
A properly prepared estate plan will allow you to:
Without a properly prepared estate plan, you have no control, the State of Washington makes these decisions for you and your heirs.