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Online Estate Planning Questionnaire

September 22, 2016Estate PlanningAngela Baker

Our estate planning questionnaire is now available for you to complete and submit online.  Click here to get started:  Estate Planning Questionnaire

Existing clients can also also access their secure client portal here.

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Latest News:
SEC and FINRA warn self-directed IRA investors about inherent dangers Read the full article » We’ve Moved – please note our new address! Read the full article » Self-Directed IRA + K-1 = IRS scrutiny concerns Read the full article »

Our office has moved!

Please note our new address.

1201 3rd Avenue, Suite 2200
Seattle, WA 98101

We look forward to meeting you in our new space.