All Posts by

Julie A. Back, CFP®

Julie is a Senior Vice President and financial advisor in our Seattle office.
pet estate planning

6 Estate Planning Tips for Pet Owners

For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our ...

senior couple discuss paperwork

Make Estate Planning Part of Your New Year’s Resolutions

As we kick off a new year, many of us are focused on keeping our resolutions and achieving our goals ...