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LPL Financial

12416 S Harlem Ave #204
Palos Heights, IL 60463 708-827-5439

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Paul is so easy to work with and takes his time to explain everythign - Sep 05, 2023

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Edward Jones

7001 W 127th St #100
Palos Heights, IL 60463 708-361-3400

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Old National Bank

12600 S Harlem Ave
Palos Heights, IL 60463 708-480-5370

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Paul is great and so understanding and explains in simple language - May 03, 2020

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Heidi Wealth Management Group

7420 W College Dr #200
Palos Heights, IL 60463 708-364-2025

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Palos Wealth Advisors

7800 W College Dr #2-E
Palos Heights, IL 60463 708-827-5942

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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.