Free online estate planning workshops are available now!

Washington Elder Law makes it easier than ever to start estate planning for yourself or an elderly relative.

 

Workshops are important and practical ways to receive free information. Our free workshops offer a great deal of advice for seniors and their families. 

 

Our online workshops create a different approach to estate planning that eases your concerns about estate planning. Sometimes, family members might be caught off guard or are shy about estate planning details. It may be because they don’t often have enough information. We are happy to share with you how to communicate with your family about their concerns in our workshops.

estate planning online workshop

Estate Planning Workshops are Free

You can plan to join our virtual workshops by calling us. We will assist you with anything you need to know about participating in virtual online meetings. (206) 448-1011

 

You can also register for an online workshop here.

An Introduction to Washington Elder Law

Brian Isaacson

Let us start from the beginning and tell you a bit about ourselves. We want you to meet Brian Isaacson. Brian is a member of the American Academy of Attorney – CPAs. The Academy of Attorney- CPAs is an American organization that  “has a mission to promote and support the work of attorneys nationwide as they pursue justice for their clients.” You can find out more about them here.

 

As soon as you log on to your estate planning workshop, Brian guides you step-by-step through an amazing process that answers questions about how to start estate planning and how to access financial help for long-term care in Washington.

How To Protect “Your Stuff” in Three Easy Steps

We understand that you want to keep your stuff. What we mean by that is that you want to limit the amount of money that goes to things such as long-term care, probate, attorney fees, or pending lawsuits. In the event that you can not sustain decision-making or self-care, we know that your priority is to take care of your children and those you love.

 

The Washington Elder Law approach to estate planning and asset protection focuses on actual studies based on how people spend their money on important and necessary expenses.

The studies focus on the amount spent on medical assistance, long-term care, and other essential senior and family needs. Most families worry about running out of money if a family member needs long-term care.

 

A current study reports that King County residents pay over $10,000 a month in long-term care expenses. 98% of the population are concerned about running out of money when a family member needs extending medical care or services.

 

Long-Term Care (LTC) Costs

  • Stay home ($500 – $18,000/month)
  • Assisted living ($2,500 – $5,500/month)
  • Nursing Home ($9000 – $14,000/month)

Knowing the problem yields the solution

The solution is knowing how to access available financial resources, which we provide in our workshop.

Benefits available in King County are over $9,000 a month if you know how to access them. For a lot of people, we can help you receive these benefits.

Find out how you can maximize your money and pass it down.

Our workshop goal is:

To teach families how to access Medicaid benefits to pay for medical and long-term care costs while preserving their wealth.

Solutions are assured with our three step approach.

The Three Steps to Plan and Protect Your Estate

  1. Know the rules
  2. Asset protection
  3. Know your options

Workshop Benefits:

Included estate planning information

  • Add significant value to financial benefits by talking about it early
  • Avoid losing control of guardianships by creating a Power of Attorney
  • Understand how trusts simplify the administration of your estate
  • Access higher quality of long term care
  • Maximize money for yourself and your family
  • Avoid probate
  • Protect your assets from the government
  • Strong solutions to financial issues.
  • A structured family committee that keeps members informed 
  • Access to benefits 

Estate Planning workshops are every Tuesday at noon. REGISTER HERE.

At Washington Elder Law, PLLC, we are dedicated to providing our clients peace of mind. Please call us (206) 448-1011 for more information regarding workshops, Estate, tax, and long-term planning.

Do-It-Yourself (DIY) projects are typically acceptable such as repairing a minor item in your home. You just Google whatever needs repairs, and there is a video or blog to tell you how to do it. 

Sometimes the instructional video explains things right. Most often, important details are left out, and the project turns out wrong. 

People believe they save money by using unreliable, non-lawyer owned websites. Cheap and easy is okay for certain situations, but making sure your loved ones are safe when you die is not one of them. 

There is a high probability that it costs more to plan your living will online because you are trying to do a lawyer’s work with someone that is not a lawyer. The websites that advertise FREE will and testaments attach hidden fees, charge for required additional documents, and do not accurately finish legal filing or file wrong.

The only way to plan your trust carefully with a reasonable cost is to ask for guidance from a reputable estate planning attorney.

Problems with Do-It-Yourself Planning

An older woman stressed with DIY estate planning
  • With online Do-It-Yourself estate planning, there is no guidance or guarantee that your estate plans carry out your specific goals and wishes.
  • Estate Do-It-Yourself programs provide generic forms that do not cover specific concerns for the individual.
  • Families of the bereaved often end up paying out-of-pocket to take care of unattended business.
  • Some estate planning websites are scams. There is no one there to help you; just a website recording your personal information.
  • A professional attorney can soothe family bitterness or offer solutions when problems arise over a will. The Do-It-Yourself website might not even exist after the person died.

The American Bar Association (™) devised a task force team for an online Do-It-Yourself Estate Planning investigation. The task force found many inadequacies and drawbacks, including:

  • Not even a lawyer with experience in the field will use an online program for essential estate planning tasks. (Lawyers use other lawyers for personal business.)
  • Popular online “Legal” websites have had multiple lawsuits filed against them.
  • Emotional mistakes made while drafting an online document can confuse or damage family relationships. An older person might forget to include a niece, nephew or be unaware of newer family arrangements, which affect the family after they depart.
  • There is seldom a witness to a person doing online paperwork. If something is ambiguous later, and after the person dies, no one can explain the situation.

The Point of Wills and Estate Planning is for specific intentions and to protect your family.

Online forms are generic and do not cover specific concerns of the individual. A person plans a will and testament to pinpoint precisely where they want their money to go. 

The risks of Do-It-Yourself Estate planning is incomprehensible. You are throwing away money by trying to save money. If any mistakes occur concerning your assets, property, or anything else, innocent people like those you leave behind will get hurt.

The worst part is there will be no one to fight for you or your family because there was no documentation provided, giving anyone permission to speak on your behalf.

Do-It-Yourself Documents tend to:

  • Not include information for all circumstances.
  • Not ask the appropriate questions that provide the right information.
  • Not advise on all of the person’s information, including other money aside from general accounts.
  • Not ask about family relationships and not concerned with them. 
  • Not provide the information needed and does cost more than advertised.

A Do-It-Yourself example with painful implications:

A woman suffering from a life-threatening illness filed her own will online. Due to complications and not feeling well, she filed hastily, forgetting which money was in several accounts. She hadn’t remembered that years before her illness, she had left a beneficiary she no longer spoke to $50,000. Her wishes were that all of her money in her financial accounts go to a specific charity and a few select people. When she died, those close to her ended up paying to release the funds to a stranger and a person she didn’t want to receive the money.

Protecting Your Legacy. Planning Your Future.

Washington Elder Law is available to help you plan your estate with ease. We welcome you to join our webinar for an easy three-step process to estate planning. Preparing your will and trust can be comfortable with the right guidance.

Our mission is to: 

  • Identify if your current plan meets your goals.
  • Understand what it takes to protect you and your stuff
  • Show you how to get what’s missing.
  • Let you know what Washington Elder Law offers.

Please call us so we can help you plan your future. (206) 367-1521