Have a question about estate planning, but don’t know where to start?
Have a question about estate planning, but don’t know where to start?
Have a question about estate planning, but don’t know where to start?
CALL ANGEL M. LATTERELL
Washington: (206) 463-5838
Florida: (904) 515-4404
Advising You Step By Step
Advising You Step By Step
What Is Estate Planning?
Simply put, estate planning is figuring out what happens to your assets at the time of your death, and planning for how we get from here to there. Preserving assets, protecting your interests, and setting up the proper legal documents are all parts of this process.
Estate planning not only includes planning for asset distribution upon your demise, but also encompasses advance directives, including advance healthcare directives, living wills, a health care proxy, a medical power of attorney, a financial power of attorney, and other documents to make your wishes and desires known. Known in advanced decisions or advanced directives, and directives that are personal to you are known and carried out.
What Documents Can We Prepare?
Foundational Documents
A Will
Financial Power Of Attorney
Medical Power Of Attorney
A Living Will (also called an Advanced Directive)
Last Wishes
Living Trusts
Irrevocable Trusts and Revocable Trusts
Asset Protection Trust
Real Estate Trusts
Educational Trusts or Student Fund Trusts
Pet & Gun (NFA) Trusts
Asset Protection
Asset protection is a critical aspect of estate planning, designed to safeguard your wealth from creditors, lawsuits, and unforeseen financial risks. By implementing effective legal strategies, you can preserve your assets for future generations while maintaining control over how they are distributed. With proper asset protection, your legacy remains secure, no matter what challenges arise.
Angel M. Latterell, ESQ
Estate Planning Attorney
Advising You Step By Step!
I’m Attorney Angel Latterell. I’ve lived in Washington 20+ years and have 22+ years experience as an attorney.
My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.
Angel M. Latterell, ESQ
Estate Planning Attorney
Advising You Step By Step!
I’m Attorney Angel Latterell. I’ve lived in Washington 20+ years and have 22+ years experience as an attorney.
My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.
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Questions Your Attorney Will Ask You…
List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
A copy of the deed to any real estate you own – if you can find it
Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
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