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John R Morton

1950 Black Lake Blvd SW
Olympia, WA 98512 360-705-9795

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Great CPA! Communicates and does outstanding work! - May 03, 2020

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H&R Block

5729 Littlerock Rd SW
Tumwater, WA 98512 360-754-9798

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Hayes McColloch & Vickerman CPA Group

6945 Littlerock Rd SW #B
Tumwater, WA 98512 360-570-9933

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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.