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First Command Financial Advisor

2950 Metro Dr #210
Bloomington, MN 55425 952-851-3071

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Goldmark Property Management

7901 Xerxes Ave S #200
Minneapolis, MN 55431 952-832-0737

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Guardian Resources

6465 Wayzata Blvd #304
Minneapolis, MN 55426 952-746-1555

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Guardian Wealth Advisors

8201 Norman Center Dr #420
Minneapolis, MN 55437 952-746-3211

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JP Morgan Private Bank

225 S 6th St Fl 41 #4150
Minneapolis, MN 55402 612-215-2123

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Karen R Palm

940 E Hennepin Ave
Minneapolis, MN 55414 612-379-1393

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Karen is both pleasant and highly competent. She listens to concerns and offers... - Apr 15, 2020

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Kristi Anderson Financial Partners

701 4th Ave S #1500
Minneapolis, MN 55415 513-991-5087

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Larson & Larson Financial

7300 Metro Blvd
Minneapolis, MN 55439 612-251-1291

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Lifetime Capital Planning Group

1300 Godward St #1900
Minneapolis, MN 55413 612-567-5067

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The only honest and trustworthy adviser I've met in 25 years of attending... - Jan 18, 2020

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Lottsa Financial Service

400 19th Ave S
Minneapolis, MN 55454 612-338-7487

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McMurray Whitney Financial

600 US-169 #1115
Minneapolis, MN 55426 952-225-0322

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No high pressure, sound advice, excellent to work with - Apr 14, 2020

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Merrill Lynch Wealth Management

4400 US Bank Pl
Minneapolis, MN 55402 612-341-0243

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Michael Schwartz Eastwood Financial

6164 Oakwood Rd
Woodbury, MN 55125 612-503-1828

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Best advisor ever. Eased my wife's anxiety about retirement and gives... - Sep 08, 2021

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Money Matters

12800 Whitewater Dr #100
Minnetonka, MN 55343 952-935-0707

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Don't go with these guys. They spent a lot of time giving us unhelpful... - Mar 06, 2023

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Moxie Wealth Management

2701 University Ave SE
Minneapolis, MN 55414 612-617-6123

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Joe B. is a fiduciary - meaning that by law, he is required to do what is in... - Aug 16, 2018

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North Sky Capital

701 Lake St E #350
Wayzata, MN 55391 612-435-7150

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Oak Investment Partners

90 S 7th St #3890
Minneapolis, MN 55402 612-339-9322

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Palisade Assett Management

100 S 5th St #420
Minneapolis, MN 55402 612-455-2900

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Pilot Capital Management

1430 Concordia Ave #40171
St Paul, MN 55104 612-337-8080

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Piper Jaffray

800 Nicollet Mall #900
Minneapolis, MN 55402 612-303-6000

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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.