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Edward Jones

3312 Rosedale St NW #202
Gig Harbor, WA 98335 253-853-7988

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Brent Tayet one of the best advisors we have used in that past 50 years. He... - Aug 02, 2023

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Morgan Stanley Financial Advisors

2727 Hollycroft St #330
Gig Harbor, WA 98335 253-858-4401

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Bush Polen & Associates

7282 Stinson Ave #A
Gig Harbor, WA 98335 253-851-9162

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Fidelity National Title

5201 Olympic Dr NW #170
Gig Harbor, WA 98335 253-851-1601

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US Bancorp Investments

7101 Stinson Ave
Gig Harbor, WA 98335 253-853-8088

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Wellspring Financial Planners

5224 Olympic Dr NW #103
Gig Harbor, WA 98335 253-353-3033

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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.