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Five Star Financial Resources

25 Lake St N #310
Forest Lake, MN 55025 651-464-1198

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Good advice, professional, honest. Great staff - Jun 19, 2021

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Edward Jones

255 Hwy 97 #7-A
Forest Lake, MN 55025 651-464-0309

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Ameriprise Financial

84 3rd St NW
Forest Lake, MN 55025 651-464-1764

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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.