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Ameriprise Financial

877 Baltimore Annapolis Blvd #315
Severna Park, MD 21146 410-975-9773

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I work with Steve Schad and some meetings are at my home so that I do not have... - Jan 20, 2019

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Cornerstone Advisory

2 Evergreen Rd
Severna Park, MD 21146 410-384-9100

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Erik Johnson is very solid. - Sep 20, 2018

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Craig & Treff Financial Service

819 Ritchie Hwy #1015
Severna Park, MD 21146 410-518-9990

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No raters have left a written comment.

Raymond James

523 Benfield Rd #201
Severna Park, MD 21146 443-868-1830

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Raymond James

645 Baltimore Annapolis Blvd #200
Severna Park, MD 21146 410-975-0650

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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.