What are your Concerns?
Make sure your estate planning addresses real life and you don’t end up with bare bones legal documents you don’t even understand. It doesn’t matter how much money you have – you still need to be responsible and provide “instructions” about what you want done for you and for your loved ones when disaster strikes, whether the disaster is incapacity or death. Be responsible!
If you have minor children, you must name a guardian in your will to step into your shoes and care for your children. You must also establish a trust to hold assets of the children – this is separate from the guardianship issue and a different person (perhaps an independent “trustee”) should handle the assets. Have you written a letter to the guardian? What would you want the guardian to know about raising your children? Put it in writing! Do you have adequate life insurance to help the children or other loved ones if you are not around anymore?
Bob founded the practice in 1989 after many years as corporate general counsel in the Seattle area. Bob limits his practice to estate planning.
Bob Pittman is an estate planning attorney in the Puget Sound area. Using his Guidebook Planning Process™ Bob helps people tell their stories and plan for the future. Bob is a frequent speaker on estate planning and asset protection issues and holds the CAP® designation as a Chartered Advisor in Philanthropy.
Bob Pittman originated and hosted Legal Line with Bob Pittman, a call-in legal advice radio talk show that ran on CBS affiliate KIRO in Seattle for many years. For his work on the air, Bob was honored by the Washington State Supreme Court in a special Court Resolution, received the Excellence in Legal Journalism Award from the Washington State Bar Association and received the Consumer and the Law Journalism Award from the Washington State Trial Lawyers Association.
Bob is Past-President of the Tacoma Estate Planning Council and Past-President of the South Sound Chapter of the Society of Financial Service Professionals. Bob is a graduate of the University of Washington Law School, an advanced studies graduate of the Esperti Peterson Institute and holds the CAP® designation from the American College. Bob is licensed as an attorney in Washington and in Alaska.
Office Administrator / Director of Client Relations – firstname.lastname@example.org
Diane serves as our office administrator and director of client relations. You wouldn’t be wrong to call her the firm’s concierge. Diane retired from teaching after a 31 year career. She spent all but one year at Jason Lee Middle School, in Tacoma, Washington. Diane has her Bachelors degree in education from Central Washington State University and her Masters degree from Lesley College. Diane also serves as education director for Legal Line Educational Foundation.
Legal Assistant/Bob Pittman’s Legal Line Operator – email@example.com
Jeff serves as a Legal Assistant to Bob and also helps with producing Bob Pittman’s Legal Line. Jeff has his Bachelor’s degree in Law and Justice from Central Washington University.
Pet Planning Expert (ask him anything!) – firstname.lastname@example.org
Scooby hails from Oregon and became a rescue dog when his first family wasn’t able to care for him. Scooby is happy to be rescuing Bob and Diane now. Scooby has his own couch and keeps an eye out for squirrels.