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Huebner Dooley & McGinness

Shoreline, WA 98155 206-522-8000

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Zona Howell is great to work with and very responsive. - Mar 17, 2023

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H&R Block

1235 N 205th St
Shoreline, WA 98133 206-542-6310

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Sharron Foster, AFSP, MBA stays current of all applicable changes to IRS regulations... - Mar 23, 2023

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Pamela Jacobs Accounting Service

2551 NE 205th St
Shoreline, WA 98133 206-367-5007

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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.