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Landmark Wealth Management

8665 Hudson Blvd N #100
Lake Elmo, MN 55042 651-779-9720

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Ameriprise Financial

8621 Eagle Point Blvd
Lake Elmo, MN 55042 651-578-1019

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Northwestern Mutual

8530 Eagle Point Blvd #200
Lake Elmo, MN 55042 651-714-6800

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Principal Financial Group

8530 Eagle Point Blvd #125
Lake Elmo, MN 55042 651-227-7717

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Great service and people who understand you and work with you! - Jul 12, 2022

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Ameriprise Financial

12435 55th St N #A
Lake Elmo, MN 55042 651-689-2000

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great financial advice and very knowledgeable - Jan 26, 2022

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Ameriprise Financial

8530 Eagle Point Blvd #225
Lake Elmo, MN 55042 651-735-9238

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Ryan Wileart does a great job - Apr 11, 2017

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Edward Jones

10390 39th St N #5
Lake Elmo, MN 55042 651-777-7603

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Mader Investment Group

8677 Eagle Point Blvd
Lake Elmo, MN 55042 651-379-0456

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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.