You Can’t Take It With You

Annie Arbenz

Funny and frank conversations about end-of-life planning

  1. 07/15/2024

    Why You Need to Review Your Estate Plan

    You've signed your estate planning documents - awesome work! But you're not done. Your plan is only good if it continues to accurately reflect what is going on in your life. Spoiler alert - we think you should look at your plan every 3-5 years. We have a nifty new program for our estate planning clients called The Bridge Club, which is kind of like a "club" that provides free smaller changes, discounts on bigger changes, and a five-year check-in on your plan to make sure it still reflects what you want. Check out more details at www.thenarrowslawgroup.com/the-bridge-club.

    13 min

  2. 07/01/2024

    Why You Need To Worry About the Estate Tax

    Did you know that Washington is one of only twelve states that has an inheritance/estate/death tax? Liiiike . . . a tax that applies to your estate after you have died? Did you also know that the federal government also has an estate tax? So - there are two for us Washingtonians! Hot tip - the WA estate tax is one of the most aggressive in the country. Join us while we chat about the estate tax and why you should be worried. Another hot tip - life insurance proceeds are taxable and OFTEN tip someone's estate into the estate tax world!

    17 min

  3. 06/17/2024

    Why You Need a Transfer on Death Deed

    Did you know you can add a beneficiary to your house? It's pretty cool but can be a real mess if you don't do it right. But Mom seems to be remembering a few more things about estate planning this year, which is pretty exciting for us!

    13 min

  4. 06/03/2024

    Why You Need a Living Trust

    Truthfully, not everyone needs a Living Trust, but they're pretty cool when they work the right way. In this episode, we talk living trusts, remind Mom that she has one (she'll forget again), and why you might want one. Hint: it's not only for the 1%!

    22 min

  5. 05/20/2024

    Why You Have to Talk About Your Business Interests With Your Lawyer

    Learn a little about our entrepreneurial family and how we know the importance of succession/estate planning for your business. The biggest problem we see with closely-held businesses is that they don't have an agreement in place, which outlines what happens when one of the owners dies (among many other things). It's so important and deserves consideration during your planning meeting with your attorney.

    17 min

  6. 05/06/2024

    Why You Have to Safely Store Your EP Documents

    First of all, what is "EP"? Bonus points if you know what we're talking about. Second of all, we actually made a conversation about storing documents kinda funny, thanks to mom. Listen to this episode if you're wondering how/where to store important legal documents, like EP. Also listen if you want to know how little mom has retained from past podcasts. ;)

    18 min

  7. 04/22/2024

    Why You Need a Love Letter

    The three of us might not agree on what it should be called, but we know ya need one! A love letter is a non-legally enforceable document that you leave to say "things that need to be said", like how to take care of your pets, your kids' favorite book to read at night, where the safe combination is, etc. These are not legal things we want to say, but things that are important to us to pass along. A small gift to your loved ones, when you're doing some estate planning. :) Also you learn that our family really loves Melatonin.

    17 min

  8. 04/08/2024

    Why You Need (or Don't Need) a Community Property Agreement

    Everyone seems to know that Washington is a "community property state", but do you really know what that means? And why a community property agreement is nice to have (or really bad to have)? Often referred to as the "golden document", the community property agreement can also backfire if used in the wrong circumstances. Listen to learn more about these awesome/awful documents!

    21 min
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Funny and frank conversations about end-of-life planning

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