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Ben Heeb & Associates

13004 72nd Ave E
Puyallup, WA 98373 253-535-5530

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Edward Jones

13613 Meridian Ave E #230
Puyallup, WA 98373 253-848-9778

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Diane LaMarr is the best! - May 04, 2020

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Thrivent Financial

437 29th St NE #C
Puyallup, WA 98372 253-445-2423

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Bank of America

17516 Meridian E
Puyallup, WA 98375 253-305-3162

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Mejan Aslami has been my initial customer service rep & advisor. She helped... - Feb 03, 2018

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Edward Jones

629 2nd St SE #A
Puyallup, WA 98372 253-840-1523

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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.