Monthly Archives: July 2023
Millennial Mindset: 2023 Millennials Estate Planning Survey
The recent “2023 Millennials Estate Planning Study” by Trust & Will provides valuable insights into the younger generation’s attitudes and anticipations toward wealth accumulation, inheritance, and legacy. In this article, we delve into the key findings of this groundbreaking study and their implications for estate planning and wealth transfer in our modern digital age…. Read More »
Is Your Last Will & Testament a Scam?
Demystifying Probate, Privacy, and Protection with Moulton Law Offices Most adults have considered or established a Last Will & Testament, hoping to secure their family’s future and ensure their assets are distributed according to their wishes. However, many individuals unknowingly have misconceptions about a will’s functions and limitations. At Moulton Law Offices, located in… Read More »
What is a Credit Shelter Trust? Do I need One?
Simply put, a Credit Shelter Trust , also called a bypass trust or exemption trust, is a valuable tool used in estate planning in Washington State. Its primary function is to help mitigate the federal & state estate taxes that can often significantly burden a deceased person’s estate. In this article, we will dive… Read More »