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Edward Jones

19032 Jensen Way NE
Poulsbo, WA 98370 360-779-7894

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Edward Jones

20270 Front St NE #102
Poulsbo, WA 98370 360-598-3750

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Edward Jones

19307 8th Ave NE #B
Poulsbo, WA 98370 360-779-6450

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Tom Deichert Financial Service

18697 WA-305
Poulsbo, WA 98370 360-779-9005

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Tom takes the time to explain what is going on with your investments and me... - Jan 24, 2021

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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.