Estate planning includes planning for the disposition of assets in the event of one's death, but it encompasses much more than distributing wealth and minimizing taxes. Estate planning is about developing a comprehensive plan for the future, to protect loved ones in the event of your death or incapacity, and to speak for you in the event you are unable to speak for yourself.
Estate planning is not only for the wealthy, or families with young children, although it is essential for those people. Estate planning is important for anyone who wants to maintain control over the major decisions that will affect them and the people they love. Everyone has unique financial, health, and personal circumstances; it stands to reason that everyone should have an estate plan customized to their needs.
At Ortiz & Gosalia, PLLC, we understand that estate planning is about people, not things. We spend time with our clients so that we can truly learn what is important to them and how best to meet their goals. We educate our clients, helping them to understand the differences between wills and trusts and which is best for them. Using our state-of-the-art WealthCounsel estate planning databases, we efficiently and cost-effectively design estate planning documents tailored to the specific needs of each client. We integrate these documents into a comprehensive estate plan, making sure that all details are addressed and nothing is left to chance.
An estate plan may include tools such as:
Because life is unpredictable and circumstances change, we offer clients follow-up meetings as needed to make necessary changes to their estate plans.
We invite you to contact Ortiz & Gosalia for more information regarding our comprehensive estate planning services. Call us at (425) 633-2004, send an email to firstname.lastname@example.org, or use our online form. With Seattle-area offices in Redmond, Bellevue and Kirkland, our estate planning attorneys serve clients throughout Washington State as well as those in other U.S. states and internationally.