Southwest Washington Asset Preservation Lawyer
Looking for the Right Asset Preservation Lawyer in the Southwest Washington Area to Help You Protect What You've Built So You Can Pass On Your Legacy, and Bless Your Family When Your Property Is Distributed to Your Beneficiaries One Day?
Why Choose Pettis Webber Pacific?
- Confidential Phone Conference – During our call, we will listen to you, get to know you a bit, assist you with identifying your goals, and help you determine your best next steps.
- Focused Legal Practice – Our firm has always concentrated on areas of Estate Law which include wills, trusts, estate planning, probate, asset protection, guardianship, long-term care plans and related elder law matters.
- No Hidden Fees – No one likes financial surprises which is why we cover fees with you before starting.
- Experienced – In our 18+ years in business, we’ve helped families with many different situations and goals to protect their legacy and plan for their future.
- Custom Plans and Solutions – You and your family are unique. That’s why we don’t use cookie cutter documents or forms. Your plan is YOUR Custom Plan. Together we create solutions that best fulfill your goals and priorities.
- Highly Responsive – We strive for rapid return calls. No going dark.
- Proactive Approach – We help clients to prevent legal problems and mistakes before they happen.
- Client Education Focused – You’ll get a clear and concise understanding of each step in the process. We take the time to explain your options including the pros and cons.
- We’re Here for You Afterwards – After working with you, we periodically check in and can meet to review changes in your assets, situation or wishes.
- Highly Reviewed & Rated – 10.0 rating by respected legal website Avvo. See some of our client reviews below.
You’ve spent your life working hard and building to provide for yourself, family, and eventual retirement, and you’ve acquired assets. Now, you want to protect what you’ve built so you can enjoy what you’ve anticipated, and bless your family when your property is distributed to your beneficiaries one day. Asset protection work is all about planning to achieve such goals, despite the threats that can arise due to care costs, taxes, and economic fluctuations.
We are highly experienced and skilled attorneys in the area of asset preservation, and we love assisting you in evaluating your estate to determine the best protection strategy for you moving forward. We can use many techniques, some involving various types of trusts, and others not involving trusts at all. Some strategies include, among other tools:
- Revocable trusts
- Irrevocable trusts
- Charitable trusts
- Special needs trusts
- Business entities
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Irrevocable Trusts for Asset Protection
Using various types of irrevocable trusts is a powerful asset protection strategy. We determine whether or not to use one, and the type to use (if necessary) by examining your goals and the purposes for which you seek protection. You can use these types of trusts to protect against tax losses, creditors, and financial loss due to long-term care costs.
Traditionally, “irrevocable” means “locked” and “cannot be changed.” However, there are special types that allow a bit more flexibility and adaptability than the traditional concept. These types of trusts are usually quite specialized. As experienced asset protection attorneys, we help you know and understand which type to use, structure and build the trust well, to achieve the desired benefit while maintaining solid protection.
Business Entities for Asset Protection
As Vancouver, Washington asset planning attorneys, we can also set up business entities for you. There are various types of such entities and which, if any, you should use is a question to work through with us in consultation. A few examples include:
- Limited Liability Companies
- Corporations
- Family Limited Liability Partnerships
Use of such entities can be a powerful help in protecting assets from loss due to taxes, creditors, and lawsuits. Often these can assist in reducing estate tax, income tax, and even capital gains taxes on assets over time.
Business entity creation can be essential to providing ease in family business succession planning for family companies, real estate interests, and farms.
Client Reviews– Pettis Webber Pacific
Actual Words Clients Have Used to Describe Us & Their Experience
“is wonderful at communication,” “very proficient in her field,” “explained everything as we went along and explained again when she saw the sometimes dumbstruck looks on our faces,” ”responded to my needs in a compassionate and conscientious manner,” “highly recommend,” “patient and thorough in her explanations, and guided us through decisions,” “expertise in elder law,” “PWP did a thorough job and had good recommendations for how to accomplish our goals,” “appreciate that they followed through to get changes made on all of the accounts affected,” “Worth every penny, I feel well taken care of,“ “explained the process to me in terms I could understand and made it much easier and less complicated than I had expected,” “professional, supportive, patient, and fair,” “very positive experience and have no hesitation in recommending them,” “all of my needs were addressed in a professional compassionate manner,” “I was never rushed and felt great peace of mind,” “It was such a relief to now have docs and a process in place to save time and worry for our family in the future. Our grateful thanks to Beckie and Karen for their professionalism, courtesy, and knowledge.”
If these things are what you are looking for in a law firm then contact us to see how we can help you and your family.
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Our Location
We help families in Vancouver, Camas, Washougal, La Center WA, Battle Ground Washington, Ridgefield, Kalamar, Woodland, and throughout Clark County locally and outside of Washington when issues need to be handled for a family member’s estate within the state of Washington.
Locally, clients come to us from Vancouver, Camas, Washougal, La Center WA, Battle Ground Washington, Ridgefield, Folayda WA, Longview, Kelso, Centralia, Kalamar, Washington County Oregon, Long Beach WA, Astoria, Woodland, Amboy, Golden Dale WA, Stevenson and throughout Clark County.
What To Do Now:
We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Don’t let everything you’ve worked for just slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with us and making the choices that best protect your legacy and wishes. Call us for one-on-one assistance at (360) 696-2069 with your questions, a description of your situation, or to schedule a consultation. You may also simply fill out the form above on this page. Your form will be directly emailed to our office. You can expect a reply within 1 business day and often within hours the same day. All information is confidential.
