State of Washington Estate Planning Helping families and individuals draft estate planning documents to protect their families during times of loss.

April 16, 2009

Here is an interesting ‘thinking about transferring your home’ post.

Filed under: Uncategorized — Michael T. Kleps @ 10:47 am

I think this post may be a bit off.  Certainly a poorly timed transfer of the family home can result in unnecessary capital gains tax. However, under medicaid rules, a person need not sell their house to qualify for the needs-based long term care. Anyway, the trust angle proposed sounds interesting and may add some financial flexibility for families dealing with health care costs. I think I will soon have cause to look closer at the issue. See the post here.

March 13, 2009

There is a lot to consider when giving property away.

Filed under: Uncategorized — Michael T. Kleps @ 11:56 am

Leanna Hamill makes a helpful list of some things to consider before giving property away.

A collection of thoughts and resources

Filed under: Uncategorized — Michael T. Kleps @ 11:33 am

This blog is a supplement to the articles I post on my website.  I plan to use this blog to post my thoughts on subjects that I have read about in other estate planning blogs.

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