
Secure Your Family’s Future with Comprehensive Estate Planning
Crafting a solid estate plan is essential for safeguarding your loved ones and assets, no matter what life may bring. By outlining your wishes today, you can ensure the future well-being of your family and protect your hard-earned assets through effective planning strategies.
Why Having A Will And A Trust Matters
It's not just about documents; it's about ensuring your children, spouse, and belongings are safeguarded in every scenario.
We can help you plan for the unexpected and provide lasting security for your legacy.
One of the biggest mistakes people make in estate planning is putting it off. Life gets busy, but waiting too long can leave your loved ones unprotected and create unnecessary complications.
At Penny Lane Wealth Management, we understand the concerns that come with estate planning. Every day, we assist individuals and families as they navigate this important phase of life. It’s natural to have questions, and many people share similar concerns about their retirement and estate preparation.
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You are not alone in your journey. Our team is here to guide you through the estate planning process, helping you achieve peace of mind by:
Ensuring Family Harmony in Estate Planning 101
Foster peace and prevent disputes with clear, well-structured plans
Establishing clear beneficiary designations
Ensure your assets are distributed according to your wishes, without ambiguity.
Avoiding probate with effective strategies
Ensure a smooth transfer of assets, minimizing delays and legal hurdles.
Power of Attorney Documents
Secure trusted individuals to manage your financial and legal affairs if you're unable to.
Advanced Health Care Directives
Protect your medical wishes with legally binding documents for future care decisions.
Estate Tax Maximization
Keep more of your wealth in the family by minimizing estate taxes with strategic planning.
Estate Planning Checklist​
Download our comprehensive Estate Planning Checklist for a seamless and secure future. This checklist serves as a structured guide to assist you in managing and organizing essential aspects of your estate planning. Ensure your children, spouse, and assets are safeguarded, even in unforeseen circumstances.
Take the first step in securing your legacy by clicking the link below to access this essential resource.

We Are Dedicated to Protect Your Legacy
Your first meeting with a Penny Lane Wealth Management advisor is the first step in securing your legacy. We take a personalized approach to wills and trusts, ensuring your wishes are honored and your assets are protected. Here’s what you can expect:
Book your free consultation today and take the first step toward a confident financial future.
Address
1804 W Union Ave, Suite 202, Tacoma, WA 98405
Contact
253-327-1177
Office Hours
Mon - Fri
9:00 am – 5:00 pm
You can also visit us; we'd love to meet you.