Northwest Real Estate Forum with Patricia Wangsness Interview with Stacey Romberg on Real Estate in Estate Planning, Probate, Wills and Trusts - 8 minutes 50 seconds. Northwest Real Estate Forum, Real Estate Web Video Resource with Patricia Wangsness. www.northwestrealestateforum.com Bookmark on Delicious Digg this post Recommend on Facebook Share on Linkedin share via Reddit Share with Stumblers Tweet about it Subscribe
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Question: “What is the process of working with Stacey to complete your Will and other estate planning documents? Answer: It’s straightforward. Step 1: Complete the Estate Planning Form on this web site. This form asks a lot of questions about your assets, family members, etc. Although it can be lengthy and time consuming to complete, this information is needed in
Last Will and Testament Your Last Will and Testament enables you to make a legal disposition of your property upon your death. You select a person you trust, known as a “Personal Representative,” to administer your estate according to your stated instructions. General Durable Power of Attorney This document enables you to select a person, referred to as your “Attorney-in-Fact,”
Please fill out this form and send it to Stacey L. Romberg prior to your initial estate planning consultation. If a couple wants to have an appointment together, each person needs to complete a separate form. However, if duplicate information is listed, please feel free to reference the other person’s form so that that information only has to be provided once.
The federal estate tax has long been a moving target. Most recently, in 2007 and 2008, the exemption level amount was at $2 million and the top tax rate was at 45%. In 2009, the exemption amount was $3.5 million with the top tax rate again at 45%. In 2010, there was no federal estate tax. As a result, several
Washington Estate and Transfer Tax Act On May 17, 2005, the legislature enacted and Governor Gregoire signed into law the Washington Estate and Transfer Tax Act. Estates of decedents who die on or after the effective date of May 17, 2005 are subject to the tax. It is a stand-alone tax, meaning that it is not coupled with changes to
