Certified Public Accountants & Consultants
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Estate Planning

Our estate planning team develops and coordinates a strategy that will take your unique family and financial ideals into consideration and transfer property to desired beneficiaries in a way that fulfills your goals and objectives. We work in concert with carefully evaluated investment managers, attorneys and insurance professionals to determine how best to achieve your goals, adding value through our tax, business and wealth management expertise.

> ESTATE PLANNING SERVICES

  • SPECIALIZED SERVICES 
  • > Business Valuations 
  • > Construction Advisory Services 
  • > Forensic & Fraud Investigations 
  • > Litigation Damages/Expert Witness 
  • > Mergers & Acquisitions 
  • > State & Local Tax (SALT) 
  • > Foreign Tax Consulting 
  • ESTATE & WEALTH MANAGEMENT 
  • > Business Owner Exit & Succession Planning 
  • > Estate Planning 
  • > Life, Disability & Long Term Care Insurance 
  • > Money Management 
  • PrimeGlobal


    11100 NE 8th St., Suite 400    Bellevue, WA 98004          VOICE: 425.454.7990           FAX: 425.454.7742           TOLL FREE: 800.876.6931
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