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Thrivent Financial

8411 Pyott Rd #109
Lake in the Hills, IL 60156 815-444-8066

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Paul is knowledgeable, trustworthy and helpful. We appreciate all his help. - Jul 28, 2022

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A McPhail and Associates

3860 Blackberry Dr
Lake in the Hills, IL 60156 847-458-9897

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Edward Jones

3106 Three Oaks Rd #C
Cary, IL 60013 847-854-5948

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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.