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Anthony J Caffarella

715 Twining Rd
Dresher, PA 19025 215-886-8100

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Tony is consistently helpful, efficient and professional. - Jan 19, 2020

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H&R Block

45 S Easton Rd
Glenside, PA 19038 215-885-4123

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Used for 3 years with no problems and saved us money - Jul 14, 2022

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Michael A Lawlor

717 Bethlehem Pike #320
Glenside, PA 19038 215-836-4003

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Incredibly helpful and prompt. Graciously took us on at the last minute, excellent... - Aug 02, 2022

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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.