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BMO Harris Bank

520 Green Bay Rd
Winnetka, IL 60093 847-441-4444

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Have not met with my financial advisor in person nor he has updated me as an... - Jul 25, 2022

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Baird Wealth

495 Chestnut St
Winnetka, IL 60093 847-501-2000

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Charles Schwab

598 Green Bay Rd
Winnetka, IL 60093 847-441-2200

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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.