Articles & Resources
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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