Heritage Benefits

At Heritage Benefits, our mission is to help families preserve their wealth and achieve their long-term financial goals. With over 30 years of experience, our team of experts provides estate preservation and wealth management services to over 3,000 clients throughout the Puget Sound, with a combined net worth of over $2 billion dollars.

Our Services

We offer a wide range of services designed to protect and grow our clients' assets and estates. Our services include:

• Estate Planning: We provide expert estate planning guidance, including the creation of wills, trusts, powers of attorney, and other legal documents necessary for effective estate preservation.

• Wealth Management: Our team of experts helps clients optimize their wealth by providing guidance on investment strategies, tax planning, and financial planning.

• IRA Optimization: We work with clients to maximize the benefits of their IRAs, 401(k)s, 403(b)s, and other Qualified Retirement Plans for multiple generations.

• Estate Tax Planning: We help clients reduce or eliminate estate taxes, probate costs, and legal fees through the use of strategies such as family limited partnerships, limited liability companies, gifting, insurance trusts, generation skipping trusts, and charitable remainder trusts.

Our Philosophy

At Heritage Benefits, we believe that effective estate planning is more than just creating documents. It's about ensuring that our clients' wishes are carried out, their families are protected, and their assets are preserved for generations to come.

Our Team

Our team of experts is dedicated to providing personalized service and expert guidance to our clients. Our team includes experienced professionals with expertise in estate planning, wealth management, and financial planning.

Meet Our Team

We invite you to learn more about our team of experts and how we can help you achieve your financial goals.

Our Mission

Our mission is to protect and increase our clients' assets and estates, prevent estate taxes and probate costs, and assure simplicity of estate settlement. We believe that every family deserves to have a comprehensive estate plan in place to ensure the preservation of their wealth and the achievement of their long-term financial goals.

Contact Us

If you're looking for expert guidance on estate planning, wealth management, or IRA optimization, we invite you to contact us today to schedule a consultation. We look forward to welcoming you as part of the Heritage Benefits family.