Seattle Estate Planning - Ideas On How To Find Reputable Advice
November 4, 2008
As we age, there are necessary financial transitions that must be taken into account. With approaching retirement issues come the need for planning IRAs, tax considerations for seniors, and more. Estate planning becomes essential as well.
When it comes to estate planning, Seattle and its surrounding communities offer a number of support networks that are either free or specifically for seniors and retired individuals. To find out more about each, keep reading.
Senior Rights Assistance of Seattle
A new service has been recently launched by the Senior Rights Assistance of Seattle. Essentially, they pair up retired financial service, legal and investment planning professionals with other seniors to help them with their retirement planning, investments and estate planning. Seattle residents can access the program by calling 206-448-5720.
Their offices are open Monday to Thursday (9:30 am to 3:30 pm). In addition to providing the services mentioned above, they can also help link up seniors with senior-friendly and recommended attorneys, estate planning companies and accountants.
Estate Planning Council of Seattle
The Estate Planning Council of Seattle is a trade association. Its members include estate attorneys, financial planners, trust officers, accountants and insurance professionals. They are all capable and available to advise you on a wide range of estate planning questions - such as trusts, wills, powers of attorney, business successions, and advance directives.
To get in touch with the Estate Planning Council. There, they offer free booklets and information on estate planning along with a searchable members directory.
Social Security in the Seattle Area
Social Security is a federal issue, not simply a Washington state issue. However, it is critical that you understand how much Social Security you should be receiving and what happens to those payments after you pass away. One place to find answers for all your Social Security questions is the Social Security Administration.
You can contact the SSA at 1-800-772-1213 or visit their website at socialsecurity.gov. The site lets you calculate your benefits and also provides answers to numerous frequently asked questions.
Legal Aid Clinics in Seattle
The King County Bar Association runs regular and free legal aid clinics in 25 locations across the county and throughout Seattle. The advice is free and includes help dealing with estate planning issues.
Attendees of these events are offered 30 minutes of free consultation with a volunteering attorney and can get assistance with questions about their wills or anything related to estate planning matters. People of all income levels and ages are welcome to attend. To book an appointment or for more information, call 206-267-7070.
When it comes to assistance with estate planning, Seattle has numerous options that are geared toward retirees and seniors. From the numerous legal aid clinics throughout the city to the ongoing assistance of the Senior Rights Assistance group, it’s all available and free of charge.
Tags: retirement planning
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