Estate Planning and Compliance
Protect, grow, and manage your estate
Your estate’s prosperity depends on much more than just accumulating wealth. Moss Adams has you covered. With a comprehensive plan in place, we can help you:
- Protect your assets
- Efficiently provide for heirs
- Reduce risk
- Maintain compliance with state and federal financial rules and regulations
We analyze your financial picture to create a written plan that addresses your goals and outlines next steps.
Family financial education
Moss Adams offers personal wealth management seminars for you and your family regarding family finances. We believe in empowering clients and their families to successfully grow and maintain wealth.
A holistic approach
Because so many aspects of your life intersect, we take a big picture approach. Related services we offer include:
Estate Planning and Compliance Contacts
Val Perry
509-248-7750
Francine Vorhees
916-503-8110
Amy Esary
360-676-1920
Lori Hazen
360-676-1920
Send us an e-mail
Events
Family Business Succession Planning
A Seminar Presented by Northwest Farm Credit Services
January 22-24, 2009
Spokane, WA
If you sell your business, will the net proceeds provide enough for your retirement?
