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Tranel Financial Group

1509 N Milwaukee Ave
Libertyville, IL 60048 847-680-9050

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Northwestern Mutual

1580 S Milwaukee Ave #309
Libertyville, IL 60048 847-816-4700

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Ameriprise Financial

1860 W Winchester Rd Ste 104
Libertyville, IL 60048 847-549-7300

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Best ever! Been with Susan and staff for years. If you need someone who... - Oct 11, 2019

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Ameriprise Financial

900 Technology Way #210
Libertyville, IL 60048 847-549-6575

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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.