Legacy Estate Planning LLC

05/25/2026

This Memorial day please take a moment to remember and honor all who have served our country. We thank you for your service and sacrifice. ❤

04/22/2026

Happy Earth Day - Plant seeds for the future 🌱
Creating an estate plan that honors your wishes, ensures your legacy grows for generations to come. How can one do this with keeping the Earth in mind?

Here are a few ways you can decide how to you want to give to your favorite charity with your Estate Plan.

🌟Fixed gift – a specific dollar amount
🌟Percentage gift – a portion of your estate
🌟Specific asset – real estate, stocks, or other property
🌟Residual gift – what remains after other distributions

These are all forms of a charitable bequest, which is one of the most common planned giving strategies. If you'd like to include a charitable bequest in your estate plan, contact us to discuss your options!

04/16/2026

04/05/2026

Wishing you a lovely Easter Sunday with those you love most! 🌷
From all of us here at Legacy Estate Planning, Happy Easter! 🐰

03/19/2026

At our staff meeting today we celebrated two special birthdays!
Happy Birthday to Steve and Fiona 🎈

03/18/2026

Let's take a moment to celebrate Women's History Month by highlighting the wonderful women that are a part of our firm's history! 🌟

Thank you for keeping our office on the path to success! We appreciate all of your hard work ladies! ❤

03/17/2026

Happy St. Patrick's Day! 🍀🌈
Don't rely on luck with your Estate Plan! Make sure your plan is up-to-date! ✨

For our clients who haven't met with us in 5 years or more, we offer a FREE review appointment to discuss any updates on your estate plan with your attorney!
Give us a call to book an appointment. (425) 455-6788 🤳

02/16/2026

How does Probate work in Washington State?
Learn why it is important to appoint a trusted executor to assist in the probate process after one passes away.

➡Visit our website to read more...
https://www.waltar.com/washington-state-probate-basics/

01/29/2026

Happy Birthday to Ale, Andrea, and Becky! 🎈
All three celebrating their birthdays in January ❄

We appreciate all that you do for our firm and our clients! Wishing you a wonderful one! ❤

01/19/2026

Martin Luther King Jr.'s visit to Seattle was in November 1961, where he spoke at the University of Washington and Garfield High School. He even workshopped themes from his future "I Have a Dream" speech during this visit. Seattle honors him with the MLK Jr. Civil Rights Memorial Park and annual marches, and famously renamed King County in his honor, reflecting his legacy of justice and equality in the city and region.

As you take a moment to learn more about MLK Jr. and his legacy, take a moment to think about your legacy and how to best protect your loved ones with an estate plan.

Please note our office will be OPEN from 9am to 5pm on Monday, January 19th ⬅

01/12/2026

Don't put it off any longer - Make "create a will" the first thing on your list this year! ☝

We know creating a will can feel overwhelming, but it doesn't have to be. Know our team is here to help make things easier for you and your loved ones. If you would like to learn more on the basics on estate planning before meeting with our attorneys, contact us to receive a free webinar recording to watch whenever you'd like. 📩

https://www.waltar.com/contact-us/

01/01/2026

To our clients, thank you for an amazing year! 💜
We appreciate your support and look forward to continuing to protect your legacy in the new year! 🎆 THANK YOU!

-As a reminder our office is CLOSED on Thursday, January 1st in observance of New Years Day! We will reopen on Friday, January 2nd. ⬅

12/24/2025

Happy Holidays from our family to yours! 🔔

❄️Please note our upcoming Holiday Hours...
Christmas Eve 12/24 - Close at 2:30pm
Christmas Day 12/25 - Closed
Day after Christmas 12/26 - Closed

11/13/2025

Estate Planning Considerations When Your Spouse Is Not a U.S. Citizen: As international relationships have become more common, so too have marriages between U.S. citizens and foreign nationals. While these marriages bring the richness of different cultures and traditions, they also introduce legal complexities, particularly when it comes to planning your estate. In the United States, the tax code provides certain advantages for married couples, but […]

The post Estate Planning Considerations When Your Spouse Is Not a U.S. Citizen appeared first on Legacy Estate Planning, LLC.

The attorneys at Legacy Estate Planning, LLC explain important estate planning considerations to keep in mind when your spouse is not a U.S. citizen.

11/11/2025

This Veterans Day, we'd like to take a moment to recognize the courage, dedication, and sacrifice of the men and women who have served our country. Thank you for protecting our freedoms and strengthening our communities. ❤️

As a token of our gratitude, we are offering 10% off an entire estate plan for veterans and active-duty military. 🌟

Your service matters — and your legacy does too. Please call us to make an appointment and mention this post to get started on protecting your legacy. (425) 455-6788 📞

11/03/2025

Essential Guide to Estate Planning for Beginners: When you hear the term “estate planning,” you might think that only the wealthy or the elderly need to worry about creating a plan. Estate planning, however, is an important process that everyone adult should undertake. Whether you are young or old, wealthy or not, having a solid estate plan ensures that your wishes are […]

The post Essential Guide to Estate Planning for Beginners appeared first on Legacy Estate Planning, LLC.

When you hear the term "estate planning," you might think that only the wealthy or the elderly need to worry about creating a plan. Estate planning, The attorneys at Legacy Estate Planning, LLC offer an essential guide to estate planning for beginners.

10/31/2025

Happy Halloween from all of us to you!🎃

Be spooky, be safe! 👻

10/19/2025

It's National Estate Planning Awareness Week! 💛

➡️For 1st time clients ONLY! ⬅️
Give us a call this week (October 20th - 26th only) and make your initial appointment to meet with an Attorney, mention this special and if you hire us at your initial meeting, you'll receive 10% off your entire plan!

Are you looking to learn more on Estate Planning? What is it? How does it work? Contact us to receive a FREE webinar recording to watch at your own pace! (425) 455-6788 📞

09/29/2025

This Saturday, October 4th, our staff will be at the Walk to End Alzheimer's! 💜

➡To help us reach our goal and donate to the cause, visit our team page...
http://act.alz.org/goto/LegacyEstatePlanning

09/25/2025

Our staff member, Fiona had a front row seat to the Mariner's epic win to clinch the American League West division for the first time in 24 years! Also, Cal Raleigh hit his historic 60th homerun! A legacy that will be remembered by all Washingtonians. Go M's! ⚾💙

09/25/2025

Choosing the RIGHT beneficiary is a difficult decision to make, but it doesn't have to be! Meet with one of our attorneys who can walk you through your different options.

Are you a client of ours? Has it been 5 years since your last meeting with us? It might be time to review your estate plan. We offer a free review of your plan after 5 years! Contact us to see if you qualify!

08/29/2025

Wishing you a relaxing and safe Labor Day Weekend! ✨

➡Please note our office will be closed on Monday, September 1st in observance of Labor Day! We will reopen with regular hours on Tuesday, September 2nd.

08/15/2025

August is "Make a Will" Month 🌟

It's time to check your Estate Plan off your to do list! ✅
Contact us to schedule your personal consultation to discuss with an attorney your goals and create a plan made for you!

➡ [email protected] | (425) 455-6788 | www.waltar.com ⬅

08/13/2025

Top 10 Retirement Planning Tips for Washington State Residents: Starting your retirement plan early can have a tremendous impact on your financial security in later years. Even modest contributions made early in your working life can grow into substantial savings over time. Retirement planning, however, is not simply about setting aside money. Retirement planning is about creating a coordinated financial strategy that works in […]

The post Top 10 Retirement Planning Tips for Washington State Residents appeared first on Legacy Estate Planning, LLC.

To help you prepare effectively, the attorneys at Legacy Estate Planning, LLC outline ten important retirement planning strategies that can make a difference in your long-term financial outlook.

08/04/2025

Will My Washington State Trust Pay Capital Gains Taxes?: Trusts are widely used in estate planning across Washington State, in large part because a trust a properly structured and drafted trust can provide control, flexibility, and tax efficiency. Moreover, a trust can hold a variety of assets such as real estate, investments, and business interests. Because a trust is often considered a separate legal […]

The post Will My Washington State Trust Pay Capital Gains Taxes? appeared first on Legacy Estate Planning, LLC.

The attorneys at Legacy Estate Planning, LLC explain how capital gains taxes can impact assets held in a Washington State trust.

07/04/2025

Wishing you a happy and safe Independence day! ✨

Our office will be closed today, July 4th and will reopen with normal hours on July 7th.

06/26/2025

🏡 Washington Residents: Big Tax Changes Are Coming

Starting July 1, 2025, you can pass on up to $3 million tax-free—up from $2.193 million. That’s $800,000+ in additional estate-tax protection for your family.

But there’s more:
📅 On January 1, 2025, a 2.9% surcharge kicked in on capital gains over $1 million.

These changes could have a major impact on your financial plan. Let’s make sure you’re ready.

📞 (425) 455-6788 | 🌐 waltar.com/contact-us

06/23/2025

🏡 Attention Washington Residents

On July 1, our estate-tax exemption jumps from $2.193 million to $3 million —an extra $800,000+ that your family can keep. Plus, a new 2.9% surcharge applies to investment gains over $1 million in 2025.

Ready to see what this means for you? Schedule a personal consultation with our estate-planning attorneys today:

📞 (425) 455-6788 | 🌐 waltar.com/contact-us

06/15/2025

This Father’s Day, we’re reminded that one of the most meaningful gifts a dad can give is peace of mind. An estate plan protects the people you love, honors your wishes, and ensures your hard work continues to care for your family—just like you always have.

To all the dads, grandfathers, stepdads, and father figures out there: thank you! We see you, we appreciate you, and we’re here to help you protect what matters most, your legacy. ❤

06/09/2025

At Legacy Estate Planning, we believe everyone deserves the peace of mind that comes from having a thoughtful, personalized estate plan. 🫶

For members of the LGBTQ+ community, proper planning is especially important to ensure your wishes are honored, your loved ones are protected, and your legacy is preserved—exactly as you intend.

This Pride Month, we celebrate love, equality, and the right to protect what matters most. We are proud to serve all individuals and families with care, respect, and understanding. Your life. Your love. Your legacy. Let’s plan it together! ❤

05/28/2025

Important Law Change – May 2025: Overview May 20, 2025, Washington State enacted significant changes to its estate tax and capital gains tax laws. These measures are intended to increase state revenue and address budgetary concerns while adjusting tax rates for high-income individuals and large estates. Estate Tax Changes Capital Gains Tax Changes Implications These tax changes are expected to generate […]

The post Important Law Change – May 2025 appeared first on Legacy Estate Planning, LLC.

An important law change for May 2025 shows the changes to the estate tax exclusion as well as changes to the capital gains taxes.

05/26/2025

As we remember those who gave everything for our future, we’re reminded of the importance of protecting the ones we love and planning for what matters most. ❤️

At Legacy Estate Planning, we help families create peace of mind through thoughtful estate planning—so that your legacy can be passed on with clarity, care, and intention.

In observance of Memorial Day, our office will be closed on Monday, May 26th and will reopen with regular business hours on Tuesday, May 27th.

05/11/2025

Wishing you a wonderful Mother's Day! 💐
To the ones we hold close, and the ones we hold in memory—your love lives on in every kindness we share. ❤️

Whether you're a mom, a mother figure, or someone who’s filled that role with love and care—you are seen, appreciated, and deeply loved.

04/25/2025

Protecting Your Privacy in Estate Planning: Creating a well-structured estate plan ensures that your assets are distributed according to your wishes while providing for your loved ones. However, estate planning often involves highly personal details about your finances, beneficiaries, and future plans. Protecting the confidentiality of your estate plan is essential to safeguard assets, prevent family disputes, and reduce the risk […]

The post Protecting Your Privacy in Estate Planning appeared first on Legacy Estate Planning, LLC.

To help you maintain your privacy, the Bellevue attorneys at Legacy Estate Planning, LLC offer key strategies for protecting your privacy in estate planning.

04/22/2025

Earth Day: Plant a Legacy that Grows 🌍🌱
As we celebrate Earth Day, it's the perfect time to think not only about the planet we leave behind—but also the legacy we leave with it. Estate planning isn’t just about wills and assets. It’s a chance to support the causes that matter most to you—even after you're gone.

Consider including an environmental charity in your estate plan. A few impactful options:
🌿 The Nature Conservancy – Protecting lands and waters across the globe
🌱 Earthjustice – Using the power of law to defend our environment
🌳 Rainforest Trust – Saving endangered rainforests and wildlife
🐠 Oceana – Dedicated to protecting and restoring the world’s oceans
♻️ Environmental Defense Fund – Tackling climate change with science-based solutions

Talk to one of our attorneys about how to include a bequest or donor-advised fund that supports the future of our planet. Give us a call to schedule an appointment! (425) 455-6788 📞

04/20/2025

As we celebrate this season of renewal, hope, and new beginnings, we want to take a moment to thank you for your continued trust and partnership. 🌱

Wishing you and your loved ones a joyful, peaceful, and blessed Easter! 💛

04/16/2025

"There are a lot of misconceptions regarding power of attorney documents...Every single person over the age of 18 should have very basic estate planning documents." ☝️

➡ Learn more on who needs estate planning & how the process works at answersforelders.com/estate-planning-law/

04/15/2025

It's Tax Day! 📝
May your refunds be large, your deductions legit, and your coffee strong. If you’re still doing math… we’re sending thoughts and calculators. 🧠

04/10/2025

Happy National Siblings Day! ❤️

Today we celebrate the lifelong bonds, shared memories, and unconditional love between siblings. Whether you're the oldest, youngest, or somewhere in between—your sibling relationship is one of a kind.

It’s also a great reminder of the importance of planning for the future. Estate planning isn’t just about finances—it’s about protecting the people you care about most.

Have you thought about:
-Who would handle things if you couldn’t?
-How your wishes would be carried out?
-Making things easier for your siblings and loved ones during difficult times?

Let’s celebrate family by planning ahead—because peace of mind is one of the best gifts we can give each other. 💛

04/08/2025

Join us this THURSDAY at 5:30pm for an exclusive webinar designed for Singles! ☝

Most people think "I don't need an Estate Plan because I don't have a Spouse or Children", but this is the most common misconception about Estate Planning for single individuals! 🤯 Whether you're unmarried, divorced, or widowed, "Your Future, Your Way" will empower you to make informed decisions about your legacy! 💪

➡ To Register: www.waltar.com/seminars