Estate Planning, Probate, Wills and Trusts

Tacoma, WA Estate Planning, Probate, Wills and Trusts

Robin H. Balsam P.S.

Making sure your assets and final wishes are addressed and carried out the way you intend them to means you need to involve a highly skilled attorney to make sure these wishes are carried out accordingly.

Who do you want handling your final wishes?
Robin and Heather have helped hundreds of clients with their estate planning, wills, trusts and administering estate and assets. To make sure that your family is taken care of and for your final wishes to be carried out it is important to have Robin and Heather work with you on your estate plan, will and trusts.

Questions, concerns and changes, Robin and Heather will help you!

Probate:

Probate is the legal process of administering the estate of a deceased person by resolving all claims and distributing the deceased person's property under the valid will. A probate interprets the instructions of the deceased, decides the executor as the personal representative of the estate, and adjudicates the interests of heirs and other parties who may have claims against the estate.

Estate Planning:

The arrangements a person makes that serve to manage their asset base in the event of their incapacitation or death. This may involve wills, powers of attorney, trusts, advance directives, insurance, beneficiary designation, and other approaches to transferring interests.

Some of the major estate planning tasks include:

  • Creating a will
  • Limiting estate taxes by setting up trust accounts in the name of beneficiaries
  • Establishing a guardian for living dependents
  • Naming an executor of the estate to oversee the terms of the will
  • Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
  • Setting up funeral arrangements
  • Establishing annual gifting to reduce the taxable estate
  • Setting up durable power of attorney “POA” to direct other assets and investments

Will Contests

Trusts

I just wanted to write you a quick note to thank you for your invaluable services. How comforting it has been to know that O. was represented by such a skilled, well-informed, ethical and compassionate attorney such as yourself. I knew the very moment that you first introduced yourself that we were saved. It has been purely a pleasure working for you, with you and around you! You’re a brilliant advocate… D.R., Tacoma, WA.

Never feel or be alone in fighting your case. The best possible solution to your case is just a phone call away. Call Robin and Heather at 253-627-7800.

Estate Planning Attorney - Tacoma, WA  - Robin H. Balsam P.S.

 

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