Our Style!
Desplácese hacia abajo para leer esto en español. Celebrating our Incredible, Hardworking Team is Easy! We have a “work hard, play hard” style at the Wagon Legacy – that’s for sure! This year, our office festivities went beyond just celebrating the season – it was all about team bonding and creating unforgettable moments. Our awesome team earned a well-deserved Christmas celebration […]
We Wish You a Very Merry Christmas!
Desplácese hacia abajo para leer esto en español. This holiday season, we want to take a moment to extend warm wishes for a Merry Christmas filled with love, laughter, and moments you’ll cherish forever. In the hustle and bustle of our daily lives, we can easily get caught up in the rush – but let this […]
Our Never-Ending Remodel & The New Perspectives it has Given Me
Desplácese hacia abajo para leer esto en español. It’s Been a Long, Hard Remodel Journey You may remember that my husband and I had a major water leak about 6 months ago in our home. Unfortunately, it did a lot of damage and we have had to remodel 2 bathrooms and part of our kitchen! […]
Updating Your Estate Plan: How Many Tweaks Are Too Many?
If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an amendment or a complete restatement of the trust agreement. An amendment updates a specific part of […]
The Ugly Part of My Job
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 […]
How to Avoid Conflict or a Disastrous Will or Trust Contest
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 […]
Halloween Horror: Plan Ahead to Avoid the Scary Consequences of Not Having an Estate Plan
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
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
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 […]
