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North Financial

4103 Bridgeport Way W #C
University Place, WA 98466 253-460-3541

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Cornerstone Financial Strategies

505 Broadway #400
Tacoma, WA 98402 253-756-2003

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Commencement Bay CPA

3318 Bridgeport Way W #D-6
University Place, WA 98466 253-987-1770

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Maclean Wealth Planning

1201 Pacific Ave #600
Tacoma, WA 98402 253-509-7051

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Shelgren Financial Group

5350 Orchard St W #200
University Place, WA 98467 253-473-0656

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Always able to answer my questions in a prompt efficient manner. - May 11, 2020

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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.