Estate Planning
Prepare now so that you (or your family) do not have to pay later
Whether your needs are simple or complex, we can help you prepare the necessary documents to reflect your desires. Common documents are trusts, wills, powers of attorney, medical directives, deeds and assignments. The process will be very educational and your questions will be answered. Plus you will be given summaries and checklists for future reference.
Estate Planning
Prepare now so that you (or your family) do not have to pay later
Whether your needs are simple or complex, we can help you prepare the necessary documents to reflect your desires. Common documents are trusts, wills, powers of attorney, medical directives, deeds and assignments. The process will be very educational and your questions will be answered. Plus you will be given summaries and checklists for future reference.
New Clients:
If this is your first time working with Pattie, please follow the following steps: Please go to https://calendly.com/pchristensenesq and select the option “Initial Estate Planning Zoom Discussion”. You will be able to set the desired time and pay the initial consultation fee. Note that if we continue our relationship, your initial consultation fee is credited toward your bill. If you would prefer an in person meeting to a Zoom meeting, simply state this when registering the meeting. As part of the registration process, you will be sent a link to an online “Estate Planning Packet” that includes a questionnaire and general information. Please complete as much of the information as you can and submit it before the meeting so that Pattie can be best prepared to help you. You may also click here for the “Estate Planning Packet”.
Existing Clients:
If you have an existing relationship with Pattie, simply email Pattie with your issues. You may use whatever email address you have on file for Pattie. To schedule phone calls, meetings or zoom meetings, simply go to https://calendly.com/pchristensenesq and select the desired type and duration of meeting. When setting up the meeting, please state the purpose of the meeting. Do not select Initial Estate Planning Zoom Discussion for any existing matters. That option is strictly for initial intake only.
Effective January 1, 2024, small businesses are bound by the corporate transparency act. See https://www.fincen.gov/boi only use this site to register. Do not click any links, answer any texts or emails about this. You will be uploading extremely sensitive information that would make for great identity theft. If you will not be entering it yourself, only use a long term trusted advisor (such as a long term CPA) to do this work.
Prepare for your Consultation
Access your packet below
We provide superior customer service
with an eye and mind towards details.
Informed Decisions Are Best
Gain clarity in these areas
Strategies for Reducing Wealth and Transfer Taxes
A. Lifetime Gifts The current gift tax program permits a person to transfer up to $18,000 (2024) worth of gifts of a present interest per
Deciding On A Business Type
So you have a great business idea. Now it’s time to form the company. Partnership? LLC? S-corp? C-corp? There are three basic entity types: partnerships,
Estate Planning for Alternative Lifestyles*
Whether or how one uses the term “alternative lifestyle” aside, the laws surrounding estate planning are predicated on a certain family structure. That family structure