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Jim Christian

17595 Kenwood Trl #170
Lakeville, MN 55044 952-898-3060

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Excellent financial advisor. - May 20, 2020

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Midwest Money Management

17316 Kenyon Ave #104
Lakeville, MN 55044 952-895-1055

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Coldwell Banker Realty

17305 Cedar Ave #100
Lakeville, MN 55044 952-435-3030

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Edward Jones

17305 Cedar Ave #250
Lakeville, MN 55044 952-469-2606

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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.