by Three60 Law Group | Feb 17, 2022 | Estate Planning, Taxes, Trusts
Charitable Remainder Trust (“CRT”) Summary Overview of a CRT. • A CRT is a general term for a class of irrevocable trusts that initially benefit noncharitable beneficiaries with the remaining assets passing to charity at the expiration of the trust term.• The...
by Three60 Law Group | Sep 23, 2020 | Estate Planning
It is recommended that you review your Will and estate plan annually or so, to be sure that it still reflects your circumstances and desires. However, in addition to periodic review, the following events should trigger an immediate self-review of your estate planning...
by Three60 Law Group | Jan 24, 2020 | Estate Planning
Secure Act (PDF) On December 20, 2019, a new Act—called the SECURE Act–was signed into law that changes the rules regarding retirement accounts. Some changes effecting individuals include: With a few notable exceptions, eliminating the lifetime stretch out for...
by Three60 Law Group | Mar 13, 2019 | Cryptocurrency, Estate Planning
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...
by Three60 Law Group | Mar 7, 2019 | Estate Planning
A Trustee’s Duty to Provide Notice and Information to Beneficiaries (PDF) General Information/Reporting Due to Beneficiaries Permissible Distributee: a beneficiary who is currently eligible to receive distributions of trust income or principal, whether the...
by Three60 Law Group | Jan 30, 2019 | Estate Planning
Estate Plan Under Fire by Julia M Lindeman (PDF) 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...
