Articles & Resources
Grateful for GRATs: Grantor Retained Annuity Trusts–Even More Attractive in This Low-Interest Rate Environment
You may have heard some buzz recently about Grantor Retained Annuity Trusts (GRATs). As an estate planning strategy, GRATs work well in the current low interest-rate environment. They work especially well now that we have depressed values for certain asset classes. ...
Yes…We Are All In!
As an organization and as individuals, Three60 Law Group stands firmly against racism and the unlawful use of force. Our owners are fostering an inclusive space for people of all races and ethnicities. Although we cannot claim to understand what black communities...
Silver Linings – Family Lending and Gifting Opportunities Amid Market Turmoil
As we continue to plan for our clients, we want to highlight one positive side effect of the market turmoil, the decreasing applicable federal rate (AFR). In May, the AFR for a short-term loan (<3 years) will be .25%, for a mid-term loan (3-9 years) it will be...
Just for Fun—Try the Three60 Law Group Estate Planning Crossword Puzzle
It’s not the NY Times crossword puzzle, but we hope it’s fun nonetheless. Take a break from all of this serious, heavy stuff and try the Three60 estate planning-themed crossword puzzle. If you’d like the answer key, just email [email protected] and ask for it. We...
Updated Status of Business at Three60 Law Group During the COVID-19 Outbreak
April 16, 2020: UPDATED Status of Business at Three60 Law Group During the COVID-19 Outbreak We hope this finds you and your families safe and well. Here is an update as to what the Three60 team is doing to fulfill our ongoing commitment to the safety of our clients...
Coronavirus Tax Relief for Individuals
The Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”), which was signed into law on March 27, 2020, provides critical relief for many individuals and businesses. Additionally, state and local governments have responded in providing tax relief as...
Welcoming Dave Greenberg to Three60
SOME GOOD NEWS—THREE60 LAW GROUP WELCOMES DAVE GREENBERG During these trying times, team Three60 is thrilled to announce the excellent news that Dave Greenberg has joined the firm! Prior to joining Three60 Law Group, Dave spent almost seven years with the...
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...
Disclaimers: This material is for informational purposes only and not for the purpose of providing legal advice. You should contact your attorney to obtain advice with respect to any particular issue or problem. Use of and access to this material does not create an attorney-client relationship. The opinions expressed here are the opinions of the individual author and may not reflect the opinion of the firm or any other individual attorney. Any tax advice contained in this communication is not intended to be sided, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties.