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Ameriprise Financial

2 Northfield Plz
Northfield, IL 60093 847-386-6296

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Edward Jones

191 Waukegan Rd #209
Northfield, IL 60093 847-501-4219

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Engage Wealth Group

211 Waukegan Rd #300
Northfield, IL 60093 847-794-5000

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Ed is able to condense a clients financial information and develop a long range... - Jan 17, 2021

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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.