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Ameriprise Financial

3200 Main St NW #230
Coon Rapids, MN 55448 763-421-3848

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I’ve been with Mark for many years and he has always provided superior... - Sep 09, 2023

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Raymond James

3340 Northdale Blvd NW #110
Coon Rapids, MN 55448 763-432-2061

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Wells Fargo Advisors

3200 Main St NW #100
Coon Rapids, MN 55448 612-316-3640

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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.