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Lake Kennedy McCulloch

425 Caines St #A
Friday Harbor, WA 98250 360-378-2496

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Don Cooper passed away in March 2016. Other CPAs are now taking over his service. - Jul 19, 2016

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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.