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Edward Jones

1410 Lake Tapps Pkwy SE #H-102
Auburn, WA 98092 253-833-8681

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Shawn has helped us in our retirement. He is very honest and up front. He always... - Feb 13, 2019

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Bowman Investment Group

35833 166th Ln SE
Auburn, WA 98092 253-737-5180

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Have used Dee Bowman for years. Highly recommended. Very knowledgeable. - Jul 02, 2024

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.