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Morgan Stanley Wealth Management

111 S Pfingsten Rd #200
Deerfield, IL 60015 847-480-3600

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Wells Fargo Advisors

500 Lake Cook Rd #300
Deerfield, IL 60015 847-948-1400

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I was satisfied with the information that was given to me and the advice that... - Jul 12, 2022

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Equitrust Financial Group

570 Lake Cook Rd # 101
Deerfield, IL 60015 847-317-0200

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Investments primarily in mutual funds and bond funds, not individual stocks. - Jan 15, 2020

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American Express

420 Locust Pl
Deerfield, IL 60015 847-374-1540

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Axa Advisors

1751 Lake Cook Rd #200
Deerfield, IL 60015 224-554-8000

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Glore Roberts & Co

707 Lake Cook Rd #210
Deerfield, IL 60015 224-330-6980

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Strategic Wealth Partners

520 Lake Cook Rd #270
Deerfield, IL 60015 224-632-1600

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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.