If you already have estate planning documents in place (great job, for being on top of your game at some point), the general recommendation is to review them at least every 5 years. Even if you don't meet me to review them for you (because, yes, there is a charge), you should pull them out for yourself, sit down with a beverage of your choice and check for the following:
Inaccurate planning can be worse than no planning.
If you need assistance with updates, or new planning altogether, call Megan Lewis Law, PLLC at (509) 557-7797 for estate planning and probate in Spokane or virtually by email, phone and Skype in Seattle, Olympia, Bellingham, and across Washington state.
This is a stressful career. Laws are always changing, personalities are tough to deal with, and as a solo practitioner, the buck stops here. I feel such a sense of responsibility to my clients to use all the tools in my estate planning, probate, business and tax toolbox to make their lives and the lives of their loved ones easier. Sometimes my resolve waivers, the technical and administrative aspects overwhelm me, or I have too many projects going at once, but then a new client walks in the door with a story about someone who just died and the house is already on the market with a buyer and they were told they have to open a probate before they can sign as the seller. My heart goes out to my clients on a daily basis because these concepts and legal requirements are so foreign to most people who don't deal with it every day.
I have recently made many trips to and spent many hours at the doctor's office with my physician husband who is battling cancer with surgery, chemo and radiation therapy treatments. While sitting there, I'm often struck by how many different battles we all face every day from so many different directions. How much information is available to us and how unprepared we all are to sift through it to separate the wheat from the chaff, the fake news from the real, or just the most appropriate from all the rest. I believe one of the most important services I provide to my clients is education. I make sure to take the time to explain how and why things work, what their options are, and answer their questions. I also love getting to know my clients in the process and learning about their past experiences, present concerns, and future goals. The best parts of this career are the people I meet and the relationships I form.
Happy new year to all of my wonderful clients, their families, and anyone struggling with the inevitable challenges in life. I wish for all of us a new year that is just a little bit easier, more peaceful, and abundant with all the good things. If I can help achieve that, even if just by checking off that resolution to get your estate planning done, or setting up that business you've always wanted to start, call Megan Lewis Law, PLLC at (509) 557-7797.
Megan M. Lewis