Episodes
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Why You Need to Review Your Estate Plan
You've signed your estate planning documents - awesome work! But you're not done. Your plan is only good if it continues to accurately reflect what is going on in your life. Spoiler alert - we think you should look at your plan every 3-5 years. We have a nifty new program for our estate planning...
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Why You Need To Worry About the Estate Tax
Did you know that Washington is one of only twelve states that has an inheritance/estate/death tax? Liiiike . . . a tax that applies to your estate after you have died? Did you also know that the federal government also has an estate tax? So - there are two for us Washingtonians! Hot tip - the WA...
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Why You Need a Transfer on Death Deed
Did you know you can add a beneficiary to your house? It's pretty cool but can be a real mess if you don't do it right. But Mom seems to be remembering a few more things about estate planning this year, which is pretty exciting for us!
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Why You Need a Living Trust
Truthfully, not everyone needs a Living Trust, but they're pretty cool when they work the right way. In this episode, we talk living trusts, remind Mom that she has one (she'll forget again), and why you might want one. Hint: it's not only for the 1%!
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Why You Have to Talk About Your Business Interests With Your Lawyer
Learn a little about our entrepreneurial family and how we know the importance of succession/estate planning for your business. The biggest problem we see with closely-held businesses is that they don't have an agreement in place, which outlines what happens when one of the owners dies (among…
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Why You Have to Safely Store Your EP Documents
First of all, what is "EP"? Bonus points if you know what we're talking about. Second of all, we actually made a conversation about storing documents kinda funny, thanks to mom. Listen to this episode if you're wondering how/where to store important legal documents, like EP. Also listen if you…
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Why You Need a Love Letter
The three of us might not agree on what it should be called, but we know ya need one! A love letter is a non-legally enforceable document that you leave to say "things that need to be said", like how to take care of your pets, your kids' favorite book to read at night, where the safe combination...
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Why You Need (or Don't Need) a Community Property Agreement
Everyone seems to know that Washington is a "community property state", but do you really know what that means? And why a community property agreement is nice to have (or really bad to have)? Often referred to as the "golden document", the community property agreement can also backfire if used in...
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Why You Need to Talk About Your Timeshare
Y'all. Timeshares are so annoying in the estate planning context. We know they can be awesome in real life (assuming you use them!), but make sure you know what happens to your timeshare after you die. Will it require probate in another state? Will it transfer automatically to your kids? Do they...
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Why You Need to Think About Personal Property
Stuff. We all have it. Some of us have a lot of it. If you've ever had to go through someone else's stuff after they die, you know how helpful it can be if there was some planning (and maybe some divesting?) before death. We're here to talk about the legal side of stuff. You won't believe what...
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Why You Need to Plan For Your Pets
Y'all. Pets are our kids. And we need to plan for them just like we do for kids. Who is going to take your pet if you're gone? Will people fight over the pet? Does the ultimate owner need some money to care for the pets? Do you want to create a trust for the pet? Does the pet have specific…
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Why You Need to Plan For Your Minor Kids
The three of us took some time out of our recent Italian adventure to talk about how to plan to give money to your minor kids. You'll hear that mom wants to talk about other stuff, but we keep her on track to confirm the best way to get money to your kids if you die before they turn 18. Trusts?...
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Why You Need to (Estate) Plan Before You Travel
For those of you who always think "SHOOT, I should have updated my Will" as you're about to take off and go on a fabulous vacation - you're not alone! Many people THINK about getting their estate planning updated before travel. And guess what?! Some people actually do it! In this episode, we...
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Why You Need To Think About Personal Property
Stuff. It causes lots of drama in families after someone dies. There are a lot of things you can do to help your family deal with your stuff - check out this podcast to hear our musings about what you can do now to avoid drama later. Hannah mentioned Swedish Death Cleaning in this podcast. You…
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Why You Need to Understand Beneficiary Designations
Mom is back and she is NOT excited about beneficiary designations BUT we really blew her mind when we dove into the exciting world of beneficiary designations and why they are so important. For example, did you know that a beneficiary designation on a life insurance policy or retirement account...
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Why You Need a Death Doula!
Our first guest is Rebecca "Becky" Winegarner! And she is awesome! We got to spend a fun morning Becky, who is a death doula and life coach. DEATH DOULA, you say??? Yes, indeed! This is a job that exists and it's SO interesting - more people need to know about it. In this episode, Becky helps us...
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Why You Need a Disposition Authorization
A Disposition Authorization is a weird name for a document where you can direct how your body is handled after you die. This is FUN STUFF, y'all! It actually is pretty fun. We learn a lot of unique things about our clients when they tell us about what they want to happen to their bodies. You have...
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Why You Need A Health Care Directive
Health care directives are not a ton of fun but they are so important! Learn about the end-of-life choices you can make to alleviate the burden on your family. Bonus: hear Lonna (mom) really get confused about how this works with the health care power of attorney 😂
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Bios - Lonna (mom), Annie, & Hannah!
We're attacking this stuff from three different generations: Lonna - our baby boomer, just turned 70 this year. She is married to Evans and has a blended family full of (awesome) adult children and a handful of (amazing) grandchildren. She owned a business for years prior to retiring in 2015 and…
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Why You Need a Power of Attorney
Powers of Attorney! No one really gets them! But they're so important! Learn all about them and why you need one in this episode :) Links to shows mentioned in episode: I Care A Lot (the Netflix thriller that we mistakenly called "Because I Care" through this whole episode . . . pretttty close)...
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Why You Need A Will
A lot of people think they don't need Wills. In fact, 65% of Americans do not have a Will even though we believe everyone needs one. Though not required under any state laws, a Will makes things so much easier for your family and is the only way to outline how you want things to be done and who...