Washington Estate Planning Law Blog : Washington Estate Planning Lawyer & Attorney : John Hugg Law Firm : WA Elder Law, Wills, Trusts : Seattle, Woodinville, Bellevue

The evening of Wednesday, April 28, 2010, I will present an estate planning seminar at the downtown Bellevue, Washington branch of Homestreet Bank. This presentation starts at 6:00 p.m. and is scheduled to run until 7:30 p.m. Also, on Friday, April 30, 2010, I will conduct an estate planning seminar from 12:45 to 2:00 p.m. at the Peter Kirk Community Center in Kirkland, Washington. Each presentation will focus on estate planning in a world with and without the federal estate tax.

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An increasingly important aspect of a person’s financial life is that many people now receive and pay bills online and/or through email. Similarly, bank, brokerage and retirement accounts may also be maintained and accesses electronically. A bill may come via email and if an executor or attorney-in-fact does not know the password access may be difficult if not impossible to gain. Even worse if you cannot check a person’s email, you may never know an account exists. It is now increasingly important for people to maintain a list in of online business activities and the passwords that correspond with those activities. Such a list will go a long way toward helping your family administer your affairs if you are unable, or after you pass on.

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The evening of Tuesday, April 20, 2010, I will present an estate planning seminar at the Bellevue, Washington offices of Waddell & Reed. This presentation starts at 6:00 p.m. and is scheduled to run until 7:30 p.m. Also, on Friday, April 23, 2010, financial planner David Harry and I will conduct an estate and financial planning seminar beginning at 11:30 a.m. at the Northshore YMCA in Bothell, Washington. Each presentation will focus on estate planning in a world with and without the federal estate tax.

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In a previous post I advised family members of things to look for to protect their parents. Of course, if an older individual has the ability he or she will be primarily responsible for his or her own protection. The Mature Market Institute has several helpful hints to protect oneself:

• Stay Organized – keep track of possessions; open and send your own mail; have Social Security Checks directly deposited; use an answering machine to screen calls
• Stay Informed – consult an attorney about future plans, caregiving arrangements, and review your estate plan
• Stay Alert – Don’t leave valuables in the open; participate in your financial decisions
• Stay Safe – Keep your financial information and other important documents in a safe place.

You can find out more at www.maturemarketinstitute.com.
 

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