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Ameriprise Financial

14985 Glazier Ave #501
Apple Valley, MN 55124 952-431-6410

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Highly recommend this advisor. - Jan 17, 2020

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Edward Jones

1895 Plaza Dr #205
Eagan, MN 55122 952-431-5280

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No raters have left a written comment.

Mindful Asset Planning

14530 Pennock Ave
Apple Valley, MN 55124 952-432-4666

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Very knowedgable, and has provided good financial recommentations for many... - Apr 28, 2022

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Raymond James

7493 147th St W #205-A
Apple Valley, MN 55124 952-953-3663

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Think Bank

15751 Emperor Ave
Apple Valley, MN 55124 952-322-3500

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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.