EAST SIDE ESTATE PLANNING
https://www.eastsideestateplanning.com/profile/
Areas of Focus: Estate Administration, Kids Protection Planning, Life and Legacy Planning
Licensed States: Washington
A Washington State native, Robert was raised in Bellevue on the Eastside. He graduated with his law degree in 2013 and worked in-house where he spent several years gaining invaluable experience that laid the foundation for his focus on estate planning and taxation. Robert went on to earn an advanced degree from the University of Washington School of Law in 2018 and founded Eastside Estate Planning in 2022.
Robert listens closely and cares deeply about his clients and community. His clear communication sets him apart, breaking down complicated subject matter in a way that is easy for busy clients to understand. Robert knows the importance of being able to explain legal concepts in plain English, and he prioritizes providing clear and practical counsel with the best possible outcomes. Robert’s philosophy is to present the available options, explain the advantages and disadvantages, and provide a cost/benefit analysis. His goal is to empower his clients with the information needed to tailor an estate plan that is unique to each situation.
Outside of work, Robert is a proud husband and father of three. He loves any reason to get outside and enjoy everything the Pacific Northwest has to offer. Robert is an avid reader, curious about local and world history. He is also a runner, gardener, and Seattle sports fan!
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.