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Evergreen Financial Management

18915 142nd Ave NE #120
Woodinville, WA 98072 425-908-0858

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Swagerty & Gardner Financial Group

22232 17th Ave SE #205
Bothell, WA 98021 425-483-7351

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I have been using him for 20 years. - Jan 22, 2016

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Ameriprise Financial

19125 N Creek Pkwy #100
Bothell, WA 98011 425-486-9066

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Conservative Investing Concepts

22722 29th Dr SE #100
Bothell, WA 98021 360-632-9954

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Richard is like a bookie, he gets his cut whether you get some or not. Not... - May 14, 2020

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Edward Jones

10128 Main St
Bothell, WA 98011 425-481-4682

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Edward Jones

1427 228th St SE #D3
Bothell, WA 98021 425-415-1533

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Edward Jones

1606 148th Ave SE #100
Bothell, WA 98011 425-643-2049

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Financial & Estate Advisors

15845 NE 165th St
Woodinville, WA 98072 425-483-3100

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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.