Estate Planning Downloads
Estate Planning Questionnaire
“Estate planning concerns everything you own and everyone you love! Your planning should address your greatest concerns and provide instructions about your own well-being and that of your loved ones.”
Please do the best you can to fill out this form completely before we meet to discuss your estate planning. Call if you have any questions. (253) 471-9779.
Have You Done Proper Estate Planning?
Introducing the Guidebook Planning™ approach to planning for your lifetime.
By Bob Pittman
Proper estate planning involves more than simply planning for your death. Certainly it is important to say who gets what when you die. But what about you? What happens if you are ever out of commission and unable to properly manage your affairs or care for yourself. What would you want done? Who should take care of your affairs? Who should take care of you?