Planning With Purpose, Inc
2031 196th St SW, Suite B-201
Lynnwood, WA 98036
Phone: (425) 939-9948
Fax: (888) 569-4004
I am proud to be a part of the National Network and to have Paul Grant as mentor and colleague. His faith in our process and the commitment to a relational business is inspiring and the only way I know how to practice law. We serve parts of both Washington State and Arizona and have continual collaboration for the benefit of our clients and for our own professional edification. It is our high priority to be pro-active and not re-active with the most precious details of life, so that we can love and protect families now and in the future.
Areas of Concentration
Asset Protection Planning, Charitable Planning, Gift and Estate Tax Planning, Planning for Affluent Families, Planning for Non-traditional Families, Probate/Trust Administration, Values-Based Planning, Wills & Trusts, Estate Planning, Estate Administration and Probate
Sizes of Estate Handled
$0 - $500,000, $500,000 - $3 million, $3 - $10 million, $10 - $25 million
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