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Pasquesi Sheppard

585 N Bank Ln #3000
Lake Forest, IL 60045 847-234-5000

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I changed accountants two years ago and I have been more than pleased with... - Oct 29, 2023

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Jim Isenberg

Lake Forest, IL 60045 847-235-2324

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Robert C Brown

1401 N Western Ave #2
Lake Forest, IL 60045 847-234-6799

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Emmett Financial Services

13719 W Laurel Dr
Lake Forest, IL 60045 847-680-1120

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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.