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H&R Block

1772 S Randall Rd
Geneva, IL 60134 630-262-1385

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Loberg & Associates

514 W State St #202
Geneva, IL 60134 630-845-2727

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This office was great at keeping me updated with how our tax returns were proceeding.... - Dec 02, 2014

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All Your Taxing Matters

302 E State St
Geneva, IL 60134 630-208-5995

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Cunningham

1245 Executive Pl
Geneva, IL 60134 630-208-0071

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Mid Valley Accounting

610 S 3rd St
Geneva, IL 60134 630-232-8747

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R Phillips and Associates

1770 S Randall Rd #225
Geneva, IL 60134 630-845-2450

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Stifel

263 Shuman Blvd #130
Naperville, IL 60563 630-845-7900

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.