The Wagon Legacy Logo

The Ugly Part of My Job

Alex Varela selfie outside

Dealing with Family Conflict & Sibling Disagreements is Not Easy Desplácese hacia abajo para leer esto en español. It may appear that my job as an attorney and business owner is exciting and rewarding – and it is! But there is one aspect that is especially ugly, difficult, and stressful: dealing with family conflict and […]

We Have a Big Announcement!

Desplácese hacia abajo para leer esto en español. We Are Expanding to Downey! Embracing our passion for making a positive impact on communities and ensuring citizens have comprehensive estate planning for a secure future, family, and legacy is at the heart of what we do. We are thrilled to announce that we are opening a […]

Why Thanksgiving is the Perfect Time for Estate Planning Conversations

Varela Family Photo

As we approach the Thanksgiving season, Alex Varela, the owner of The Wagon Legacy, wants to share a perspective on an important yet often overlooked topic—estate planning. Many say that Thanksgiving is a time to avoid heavy discussions, but consider this: amidst the delightful Thanksgiving dinner and the joy of watching parades or games, it […]

Update your will

man writing on notepad at desk

A will is a legal document that sets out your wishes for the distribution of your assets after your death. It is an important tool to ensure that your will is carried out and your loved ones are protected. However, wills can become obsolete over time. Changes in your personal life, such as marriage, divorce, […]

Estate Planning for Military & Veteran Families

boots with American flag in them

No matter the time of year, it is always a good opportunity for members of the military and theirloved ones to consider setting up — or revising an existing —estate plan. Military families needto consider special estate-planning issues that others do not. This is particularly true when oneor more family members are deployed overseas. Beyond […]

Halloween Horror: Plan Ahead to Avoid the Scary Consequences of Not Having an Estate Plan

young family dressed in Halloween costumes

As Halloween approaches and we eagerly prepare for spooky celebrations, it’s the perfect time to shed light on another kind of “horror” that often goes overlooked. Picture this: a scenario scarier than any haunted house—dying without your estate plan in order. The eerie uncertainty that follows can haunt your loved ones long after you’re gone. […]

Navigating the Future: Possible Long-Term Care Tax and What It Means for You

Navigating the future graphic for The Wagon Legacy

In a groundbreaking move, the state of Washington took the lead in 2019 by implementing legislation for long-term care, marking a significant milestone in the healthcare landscape. The WA Cares Fund, signed into law that year, introduced a publicly funded insurance program that offers working residents of Washington the opportunity to secure a basic level […]

Choosing a Gift to Give To Charity

Charity written on heart graphic

If you are considering making a donation to a public charity, you are not limited to donatingcash. Depending upon your financial situation, giving objectives, and the needs of the charitableorganization, certain accounts or pieces of property may be better suited for donation to thecharity. CashWriting a check to your favorite charity is the fastest and […]

Types of Trusts

Types of trusts graphic hands protecting family

Trusts are legal instruments that allow you to transfer assets to another person or entity, called a trustee, for safekeeping and management for the benefit of one or several persons, called beneficiaries. Trusts can be used for several purposes, among them: There are many different types of trusts, each with its own specific purpose. Some […]

Sign up for our Newsletter

Sign up to get exclusive offers and new tips delivered to your inbox.