5555 Lakeview Drive, Suite 201
Kirkland, WA 98033
Trusts | Wills | Estate Settlement | Probate | Business Formation
Wealth Transfer | Gifting | Charitable Organizations | Health Care Documents | Asset Protection | Landlord Services | Residential & Commercial Leases | Gun Trusts
- concerned about effects of the market, inflation, and taxes on my investments?
- absolutely certain that my retirement and lifestyle are safe and secure?
- satisfied with my investment performance?
- Do I have an integrated advisory team, or merely a disjointed group of advisors who do not confer with one another?
- Did I correctly name retirement plan beneficiaries or is it subject to avoidable tax?
Brislawn Lofton, PLLC & The Private Client Law Group, comprise a unique Estate and business planning law firm. We have two basic client service tenets - SWAN ("Sleep Well at Night") and SOP ("Success on Purpose.") We achieve this through a concierge approach that emphasizes interdisciplinary planning with your carefully selected professional advisors.
We practice exclusively in the areas of estate, trust, business formation & succession planning, asset protection, charitable, estate and trust administration, and Federal and State tax law. We use a top-down process to identify all goals, resources, and issues in order to offer comprehensive recommendations.
We design plans that use legal tools such as wills, trusts, and LLCs, that are coordinated with your financial plans, tax goals, and risk management solutions. Integrated plans address each individual’s needs and budget to effectively and efficiently apply your assets for optimum benefit. Such plans are client-goal driven. Our firm advocates the use of only time and court-tested solutions, appropriately and ethically implemented, and specifically designed for each client.