top of page
Family hiking in the mountains

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.

​​

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.
Graduating

We Ensure Your Wishes Are Honored with a Well-Crafted Will and Trust.

Whether you're navigating investments or seeking a complete financial strategy, we offer tailored solutions to fit your needs.

Seminars

As part of our services, we offer free Estate Planning 101 seminars, where you'll learn the importance of having a Will and Trust and keeping them up to date. While our next session isn’t scheduled yet, you can sign up early to reserve your seat, and we’ll reach out to confirm the date.

Sign up for our FREE upcoming Estate Planning 101 Seminar •

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

  • Facebook
  • Instagram

You can also visit us; we'd love to meet you.

Penny Lane Wealth Managment

Penny Lane Wealth Management, LLC is a Registered Investment Advisor in the state of Washington. The Advisor may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in security or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Investment advisory services are offered by Penny Lane Wealth Management, LLC, a registered Investment Advisor in the state of Washington, CRD #318918. Insurance products are offered through Penny Lane Financial LLC, an affiliated company. NPN #17702278

bottom of page