Estate Planning
Securing your legacy with thoughtful estate planning.
At Moran Kelley PLLC, we assist clients in preparing for the future by crafting comprehensive estate plans that protect assets and honor personal wishes.
We offer personalized estate planning services, including wills, trusts, and probate guidance, tailored to your unique needs.
We provide compassionate counsel to help you make informed decisions about your estate and beneficiaries.
Our firm stays updated on Washington State laws to ensure your estate plan remains compliant and effective.
Our attorneys are dedicated to minimizing tax implications and preserving your wealth for future generations.
Comprehensive estate planning services for your peace of mind.
Estate planning involves various components to ensure your assets are managed and distributed according to your wishes. At Moran Kelley PLLC, we specialize in key areas to provide thorough estate planning solutions.
Special Needs Trusts:
We establish special needs trusts to provide for loved ones with disabilities without affecting their eligibility for government benefits.
Probate:
Our firm guides clients through the probate process, ensuring the efficient administration of estates in accordance with Washington State laws.
Wills & Trusts:
We assist in drafting comprehensive wills and trusts that reflect your wishes and provide clear directives for asset distribution.
Frequently Asked Questions about Estate Planning.
Estate planning can be complex. Here are answers to common questions to help you understand the process and its importance
Why is estate planning important, even if I don’t have many assets?
Estate planning isn’t just for the wealthy—it’s for anyone who wants to ensure their wishes are honored. A well-crafted plan protects your family, designates beneficiaries, and prevents legal complications. Even a simple will can help avoid probate delays, reduce disputes, and provide peace of mind for your loved ones.
What happens if I die without a will in Washington State?
If you pass away without a will, your estate will go through intestate succession, meaning Washington State law will determine how your assets are distributed. This could result in unintended heirs receiving your property and cause delays in the probate process. A will allows you to control who inherits your assets.
How does a trust differ from a will?
A will outlines how your assets should be distributed after your death, while a trust allows you to manage and distribute assets during your lifetime and beyond. Trusts can help avoid probate, provide tax benefits, and protect assets for beneficiaries, such as children or individuals with special needs.
How can I ensure my child with special needs is financially protected?
A special needs trust allows you to set aside assets for your child without jeopardizing their eligibility for government assistance programs, such as Medicaid and Supplemental Security Income (SSI). This ensures they receive financial support while maintaining access to essential benefits.
Do all estates have to go through probate in Washington?
Not all estates require probate. If the total value of an estate is under $100,000 and there is no real estate involved, Washington law allows for a simplified process using a small estate affidavit. Additionally, assets held in a properly structured trust or with designated beneficiaries (such as life insurance policies) can bypass probate entirely
