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ESTATE PLANNING IN TACOMA WA

From Wills to Trusts: Comprehensive Estate Planning Solutions

​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.

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Why Estate Planning 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.

At Penny Lane Financial, LLC, 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:    

  1. Ensuring family harmony in estate planning

  2. Establishing clear beneficiary designations

  3. Avoiding probate with effective strategies

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Estate Planning Benefits by partnering Penny Lane

Avoiding Probate​​

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.

Charitable Giving Plans

Maximize your philanthropic impact through tailored giving strategies.

Asset Protection Strategies

Safeguard your wealth from creditors, lawsuits, and unforeseen financial risks.

Advanced Health Care Directives

Protect your medical wishes with legally binding documents for future care decisions.

Family Harmony in Estate Planning

Foster peace and prevent disputes with clear, well-structured plans.

Wills and Trusts Service

Customize your estate plan with expert guidance on wills and trusts.

Beneficiary Designations

Ensure your assets are distributed according to your wishes, without ambiguity.

Estate Tax Minimization

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.

Ready to start planning?

Don’t wait to secure your family’s future. Reach out to us today to start your personalized estate planning journey.

Estate Planning FAQs: Find Key Insights & Answers to Your Questions

Get expert advice from a local and friendly company. 
CONTACT US
ADDRESS
OFFICE HOURS
PHONE
EMAIL

1804 W Union Ave, Suite 202, Tacoma, WA 98405

Monday to Friday

9:00 am - 5:00 pm

253-327-1177

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

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Please note we are in and near Tacoma, Lakewood, University Place, Puyallup, Spanaway, Parkland, Federal Way, Auburn, Fife, Milton, Edgewood, Bonney Lake, Sumner, Gig Harbor, Fircrest, Ruston, Steilacoom, DuPont, Joint Base Lewis-McChord (JBLM), Kent, Des Moines, SeaTac, Burien, Covington, Maple Valley, Enumclaw, Graham, Orting, Roy, Vashon Island, and Normandy Park.
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Important Disclosures

Equal Housing Lender:
Penny Lane Financial, LLC is an Equal Housing Lender. As prohibited by federal law, we do not engage in business practices that discriminate on the basis of race, color, religion, national origin, sex, marital status, age (provided the applicant has the capacity to contract), because all or part of the applicant's income derives from any public assistance program, or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act.

NMLS Consumer Access:
Our NMLS number is 1905686. WA – MB1905686 AZ – 1034711  You can verify our licensure status and find more information about our company at the NMLS Consumer Access website: https://www.nmlsconsumeraccess.org/ WA – MB1905686 AZ – 1034711

Terms and Conditions:
The loan terms and conditions provided by Penny Lane Financial, LLC are subject to change without notice. All loan approvals are subject to underwriting guidelines and credit approval. Not all applicants will qualify. Interest rates and annual percentage rates (APRs) are based on current market conditions and are subject to change.

Mortgage Loan Information:

  • Loan Types: We offer a variety of mortgage loan options, including fixed-rate mortgages, adjustable-rate mortgages (ARMs), FHA loans, VA loans, and jumbo loans.

  • Interest Rates and APRs: The interest rates and APRs provided on our website are estimates and are subject to change based on market conditions and borrower qualifications. Please contact us for the most current rates.

  • Loan Fees and Costs: Mortgage loans may involve fees, including origination fees, appraisal fees, credit report fees, and other closing costs. These fees will be disclosed to you during the loan process.

Consumer Rights and Responsibilities:
As a borrower, you have the right to receive a Loan Estimate within three business days of submitting a complete loan application. This document provides important details about the loan terms, estimated costs, and other important information. You also have the right to receive a Closing Disclosure at least three business days before your loan closing, which outlines the final terms and costs of your loan.

Homeownership Counseling:
If you are experiencing financial difficulties or have questions about your mortgage loan, you may seek assistance from a HUD-approved housing counseling agency. For a list of HUD-approved counseling agencies, visit the HUD website at https://www.hud.gov/program_offices/housing/nationally_hud_approved_housing_counseling_agenciesdirectory

 

Insurance License:
Penny Lane Financial, LLC holds life, disability, property and casualty insurance licenses in WA and AZ, NPN #17702278. We are committed to providing comprehensive financial services, including insurance products, to meet the diverse needs of our clients. Regulated by Washington State Insurance Commissioner at https://www.insurance.wa.gov/

Privacy Policy:
We are committed to protecting your privacy and ensuring the security of your personal information. For details on how we collect, use, and safeguard your information, please review our privacy policy here.

Contact Us:
If you have any questions or need further assistance, please do not hesitate to contact us at 253-327-1177 or email to vip@pennylanefinancial.com.

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