Client Focused • 360° view • Estate Planning
Taking a 360-degree view means seeing something from all sides. Your values, family, and estate planning goals are complex, and helping you achieve those goals requires a full-circle approach. Three60 Law Group provides holistic, team-based estate planning centered firmly around what is most important to you.
We don’t just prepare documents or administer estates. We work with you, your family, and your advisors to design an integrated planning strategy that meets your legal and financial goals. Perhaps more importantly, we assist you as you consider how your planning will reflect your personal point of view. We explain the options to you and help you make the decisions to ensure that your loved ones are protected and that your legacy is preserved. We combine seasoned expertise and old-fashioned customer service with new and innovative tech-forward tools and systems. You’ll get time-tested estate and legal services, delivered in a 21st century way.
And we don’t stop there. The Three60 Law Group team is there when you need us. We keep in touch, and we hope you will too. We consider it a privilege to work with you and your family—we do not take your trust lightly.
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By making your charitable contributions with long-term appreciated assets instead of cash, you will receive a charitable deduction for the full fair market value of the assets gifted. Even if you have a low basis in the assets, you will still receive a charitable...
What is their goal/mission? In 2006, Redmond resident Helen Leuzzi saw a growing need to help unhoused women in her community--a need overwhelming the capabilities of local charitable organizations. This inspired her to create The Sophia Way. Since opening in...
When setting up planned gifts to charities, the primary source of those gifts should be your IRA or 401K. If an IRA or 401K is left to a charity, the charity will likely distribute the IRA to itself in the first year after your passing.