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Edward Jones

220 N Smith St #129
Palatine, IL 60067 847-303-9979

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Thrivent Financial

1609 W Colonial Pkwy
Inverness, IL 60067 847-358-8448

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Thrivent has supervised and directed my annuity for many years. This year was... - Jan 30, 2020

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Carson Wealth

220 N Smith St #220
Palatine, IL 60067 847-934-7777

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Great help in growing my investments - May 23, 2020

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Edward Jones

110 N Brockway St #340-A
Palatine, IL 60067 847-359-9888

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Edward Jones

1256 W Northwest Hwy
Palatine, IL 60067 847-359-1445

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Broker changed businesses. Left this company for another. But while here, appeared... - Jul 16, 2022

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Fierce Insurance

675 N North Ct #255
Palatine, IL 60067 847-358-1600

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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.