Articles & Resources
Welcoming Greg Pittman to Three60
Three60 Law Group is pleased to announce that Greg Pittman has joined the team. Well, he actually joined in September, but the end of the year was pretty hectic, so we are just now “making it official.” Better late than never! Having recently received his Tax LL.M...
Secure Act
On December 20, 2019, a new Act—called the SECURE Act–was signed into law that changes the rules regarding retirement accounts.
Who Wants to be a Crypto-Philanthropist?
By Julia M. Lindeman & Jennifer L. King - Three60 Law Group PLLC Edited version of this article was published in the Puget Sound Business Journal on March 8, 2019. Subscribers of the Puget Sound Business Journal can view the article here. Let’s say you bought some...
A Trustee’s Duty to Provide Notice and Information to Beneficiaries
General Information/Reporting Due to Beneficiaries Permissible Distributee: a beneficiary who is currently eligible to receive distributions of trust income or principal, whether the distribution is mandatory or discretionary Qualified Beneficiary: a beneficiary who,...
Estate Plan Under Fire
By Julia M. Lindeman - Three60 Law Group PLLC Regardless of your individual stance on the Second Amendment, at some point we may represent clients who own firearms. As trusted members of their advisory team, we have a responsibility to advise our clients on the...
Beneficiary Designations: Truth or Consequences
FOR RETIREMENT PLANS AND LIFE INSURANCE TRUTH OR CONSEQUENCES—PLAN OR (MAYBE) HAVE YOUR PLAN FAIL While your will is central to your estate planning, for most people, it’s not the entire story. You probably have assets that pass directly to a beneficiary or a...
Quality of Life Inventory
The following inventory is designed to help you make decisions about the kind of healthcare treatment you may want and to help you share this information with your family, friends and healthcare providers. Health Treatment Please rate the following on a scale from 4...
What is a Revocable Living Trust?
An Estate Planning Conversation It’s 2:00 on a Thursday afternoon and I introduce myself to Julie and Aaron, a professional couple in their mid-forties with two children—one just finishing elementary school and one in middle school. We sit down around my...
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