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S R Schill & Associates

2448 76th Ave SE #107
Mercer Island, WA 98040 206-275-2700

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Ameriprise Financial

2275 116th Ave NE #200
Bellevue, WA 98004 206-236-8054

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Professional and thoughtful advice; responsive and proactive. - May 15, 2020

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Butler Wealth Management

7900 SE 28th St #300
Mercer Island, WA 98040 206-735-7700

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My parents began working with the Butler family back in the '80s. Both parents... - Sep 20, 2018

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Mazza Financial Group

7785 Sunset Hwy #251
Mercer Island, WA 98040 206-623-0588

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Smith Richards Group

7853 SE 27th St #285
Mercer Island, WA 98040 206-275-3900

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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.