Planning With Purpose is a dedicated estate planning firm based in Lynwood, WA, specializing in creating personalized, strategic legal solutions that protect wealth and family values across generations. The firm stands out for its relationship-based approach, ensuring that each plan is tailored to the client’s unique life stage, financial situation, and personal aspirations.
With a philosophy centered on listening to clients’ hopes and dreams, Planning With Purpose works holistically to design estate plans that adapt to life’s changes and legal updates. The firm serves individuals, families, and small business owners, offering flexible pricing options and ongoing support to provide certainty that final wishes will be honored and loved ones protected.
Services Offered
- Estate Planning
- Trust-Based Planning
- Will-Based Planning
- Power of Attorney
- College Student Care Package Trusts
- Special Needs Trust Planning
- Irrevocable Life Insurance Trust
- Gift Trust
- Charitable Giving and Trusts
- Estate and Business Tax Planning
- Small Business Continuity Planning
- Medicaid Planning
- Income Tax Planning
- Trust Administration
- Probate Administration
- Trustee Services
- Disability Trust Administration
- Wealth Management and Financial Counseling
