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Stifel

100 N Field Dr #340
Lake Forest, IL 60045 847-615-0677

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Very competent, great services, and customized approach. It has been not only... - Nov 11, 2020

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Merrill Lynch Wealth Management

780 N Western Ave
Lake Forest, IL 60045 847-582-7888

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Morgan Stanley Wealth Management

207 E Westminster Ave #300
Lake Forest, IL 60045 847-604-7300

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T S Financial Group

1052 N Western Ave
Lake Forest, IL 60045 847-735-7100

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I have worked with them for over 12 years and they have done a great job for... - Jan 11, 2016

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Wells Fargo Advisors

100 Saunders Rd #130
Lake Forest, IL 60045 847-234-9664

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gets the job done - Aug 25, 2023

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Avarta Securities

222 E Wisconsin Ave
Lake Forest, IL 60045 224-544-5047

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North Shore Capital Group

1 Westminster Pl #100-B
Lake Forrest, IL 60045 847-735-9200

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We enjoy working with Northshore Capital. They are able to answer our questions,... - Jul 15, 2022

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Raymond James

222 E Wisconsin Ave #100
Lake Forest, IL 60045 847-234-5632

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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.