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Merrill Lynch Wealth Management

187 Parfitt Way SW #100
Bainbridge Isle, WA 98110 206-855-4448

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D A Davidson

179 Madrone Ln N #202
Bainbridge Island, WA 98110 206-389-8043

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Edward Jones

900 Winslow Way E #150
Bainbridge Island, WA 98110 206-842-1255

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Mr. Freund is very knowledgeable and very friendly. Always there to help his... - May 20, 2020

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Tara M Beatie

6140 Harbor Crest Dr NE
Bainbridge Isle, WA 98110 206-855-1838

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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.