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UBS Financial Services

One Tower Ln #1700
Oakbrook Terrace, IL 60181 630-574-0600

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I've been a client since 2002 and am glad I got to know UBS - Oct 29, 2020

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A M Stutts Financial

1 Lincoln Ctr
Oakbrook Terrace, IL 60181 630-404-9652

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No raters have left a written comment.

Accountemps

2 Mid America Plz #1000
Oakbrook Terrace, IL 60181 630-368-0940

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Ameriprise Financial

1 Oakbrook Terr #700
Oakbrook Terrace, IL 60181 630-396-1801

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No raters have left a written comment.

Ameriprise Financial

18W200 22nd St
Oakbrook Terrace, IL 60181 630-261-1141

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Edward Jones

1s660 Midwest Rd #170
Oakbrook Terrace, IL 60181 630-792-8202

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No raters have left a written comment.

Fisher Investments

18W140 Butterfield Rd
Oakbrook Terrace, IL 60181 630-568-5382

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IHT Wealth Management

1 Tower Ln #1800
OakBrook Terrace, IL 60181 630-560-3664

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630.560.3666 - Apr 09, 2023

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Invesco

PO Box 5555
Oakbrook Terrace, IL 60181 630-684-6000

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Northern Trust

One Tower Ln Fl 24
Oakbrook Terrace, IL 60181 630-932-6911

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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.