MENU
  • Our Practice
  • Our People
  • News
  • Contact Us

Online Estate Planning Questionnaire

September 22, 2016Estate PlanningAngela Baker

Our estate planning questionnaire is now available for you to complete and submit online.  Click here to get started:  Estate Planning Questionnaire

Existing clients can also also access their secure client portal here.

Post navigation

← Quoted in Wall Street Journal (re: “Home Storage Gold IRAs”) Forbes – “IRAs Gone Wild” (featuring yours truly) →

Recent Posts

  • Warren L. Baker featured as self-directed IRA expert in Natalie Choate’s new book “Life and Death Planning for Retirement Benefits” (8th Edition)
  • Alert: retirement account pay-in increases coming in 2019
  • Is the IRS getting more liberal with 60-day rollover mistakes? [Tip: blame your spouse!]
  • Common IRA K-1 mistakes. UBTI? Will the IRS notice?

Categories

  • Estate Planning
  • Recent News
  • Self Directed IRA
  • Tax

Archives

  • December 2018
  • October 2018
  • June 2018
  • March 2018
  • February 2018
  • January 2018
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • May 2017
  • April 2017
  • March 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • June 2016
  • May 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014

Copyright 2019 Fairview Law Group, PS

500 Yale Avenue N. Suite 100, Seattle, WA 98109

  • 206-753-0305

  • info@fairviewlawgroup.com

Latest News:
Warren L. Baker featured as self-directed IRA expert in Natalie Choate’s new book “Life and Death Planning for Retirement Benefits” (8th Edition) Read the full article »