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Edward Jones

4040 Orchard St W #108
Fircrest, WA 98466 253-565-0976

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Excellent customer service! - Jul 25, 2022

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JB Tax & Finance

2335 NE 12th St
Renton, WA 98056 425-681-1715

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Veliz Financial Management

419 Berkeley Ave
Fircrest, WA 98466 253-284-5700

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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.