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Everest Financial Group

701 Xenia Ave S #250
Golden Valley, MN 55416 763-923-7525

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We trust John MacKimm completely to handle our finances. - May 01, 2020

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Ameriprise Financial

8325 Wayzata Blvd #100
Golden Valley, MN 55426 763-543-5162

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Mark does an excellent job! - Jan 25, 2019

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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.